DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

J••• W•••• J••••••

Advisor at G•••• V••••• A•••••• G••••• L••

••• Locked

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:2c24cb39-ea99-3fd0-3b15-5aff1274f7fa

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2000 to Sep 19, 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: G•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 14, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Sep 18, 2026	n/a	yes	BOCA RATON, FL	Current employment
G•••• V••••• A•••••• G••••• L••	I•••••••••_WEALTH	Apr 7, 2022	n/a	yes	BERWYN, PA\|Boca Raton, FL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• F•••••••• G••••	G•••• V••••• A•••••• G••••• L••	Apr 27, 2022	Apr 7, 2022	-20	Firm change	RIA to RIA
N•• A•••••• S•••••••• L••	G••••• F•••••••• G••••	Mar 31, 2011	Aug 23, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
157037:123913:FL:2022-04-22	Apr 27, 2022	Apr 7, 2022	BOCA RATON, FL	Firm change

Relationships

Registered with (7)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Apr 7, 2022 to presentfactForm ADV
→ G••••• F•••••••• G••••Registered adviserregistration: previous registration
Aug 23, 2011 to Apr 27, 2022factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 18, 2008 to Mar 31, 2011factForm ADV
→ O•••• F•• I•••

Dated events

Occurred
Apr 27, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2c24cb39-ea99-3fd0-3b15-5aff1274f7fa
First observed: Sep 22, 2000
Last observed: Sep 19, 2026 4 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.