DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

P•••••• J••••• F•••••••

Advisor at T•• J••••• G•••• C•••••• M•••••••••

COLUMBUS, OH

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Search this name across graphsid dfx:ria:2e1fe6d2-7a4a-f327-3fe2-f2c1144131ff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jul 15, 2013 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: T•• J••••• G•••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 14, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• J••••• G•••• C•••••• M•••••••••	Independent wealth	Jul 31, 2024	n/a	yes	COLUMBUS, OH	Current employment
F••••	Independent wealth	Nov 5, 2021	Jul 29, 2024	no	WEST PALM BEACH, FL\|Hilliard, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••	T•• J••••• G•••• C•••••• M•••••••••	Jul 29, 2024	Jul 31, 2024	2	Firm change	RIA to RIA
T•••••• W••••• A•••••••	H••••••• C••••••	Mar 21, 2024	Jul 8, 2015

Relationships

Registered with (4)

→ T•• J••••• G•••• C•••••• M•••••••••Registered adviserregistration: current employment
Jul 31, 2024 to presentfactForm ADV
→ F••••Registered adviserregistration: previous registration
Nov 5, 2021 to Jul 29, 2024factForm ADV
→ T•••••• W••••• A•••••••Registered adviserregistration: previous registration
Jul 15, 2013 to Mar 21, 2024factForm ADV
→ H••••••• C••••••

Dated events

Occurred
Jul 29, 2024
Advisor changed firm
P•••••• J••••• F••••••• left Facet for T•• J••••• G•••• C•••••• M••••••••• (registered 2024-07-31)
Form ADVobserved 7 days ago
Occurred
Mar 21, 2024
Advisor changed firm
P•••••• J••••• F••••••• left T•••••• W••••• A••••••• for H••••••• C•••••• (registered 2015-07-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e1fe6d2-7a4a-f327-3fe2-f2c1144131ff
First observed: Jul 15, 2013
Last observed: Sep 14, 2026 8 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.