DFX Intelligence

J••• S••••••• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)31 years in industry

J••• S••••••• T••••••

Advisor at W••••••••• P••••••• G•••• L••

Roswell, GA

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Search this name across graphsid dfx:ria:2816cac7-25cf-0b5b-f115-3316d74de5e8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2003 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W••••••••• P••••••• G•••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 11, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• P••••••• G•••• L••	State registered	Dec 7, 2016	n/a	yes	Roswell, GA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 8, 2009	Dec 31, 2014	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	W••••••••• P••••••• G•••• L••	Dec 31, 2014	Dec 7, 2016	707	Firm change after gap	Other
A••••••••• S••••••••• C••••	L•• F•••••••• L••	Sep 8, 2009	Sep 8, 2009

Relationships

Registered with (5)

→ W••••••••• P••••••• G•••• L••Registered adviserregistration: current employment
Dec 7, 2016 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 8, 2009 to Dec 31, 2014factForm ADV
→ A••••••••• S••••••••• C••••Registered adviserregistration: previous registration
Feb 2, 2007 to Sep 8, 2009factForm ADV
→ A••••••••• P••••••• I••••••••• A••••••• I••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2816cac7-25cf-0b5b-f115-3316d74de5e8
First observed: Jan 30, 2003
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.