DFX Intelligence

P••••••••• F•••••••• P••••••• S••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserState registeredState registeredRAUM none

P••••••••• F•••••••• P••••••• S••••••• I•••

CRD 118728

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Search this name across graphs

Data as of Feb 16, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 16, 2026 to Feb 16, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 6
Advisory employees: 4
Offices: 1Schedule D 1.F, beyond the principal office
CRD: 118728
Filings on the tape: 1
First filed: Feb 16, 2026

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• J••••• G••••••	Certified Financial Planner	JERICHO, NY \| BOCA RATON, FL \| MELVILLE, NY	12	28	1	yes
W•••••• E••••• B•••••	Certified Financial Planner	MELVILLE, NY \| BOCA RATON, FL	12	27

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
C•••••• G•••• • C• I••	2	Jul 10, 2025	Jul 27, 2021	JERICHO, NY	Team lift out	Ibd to state RIA	0.5%

Relationships

Registered with (4)

← M•••••• A•••• T•••••••••Advisorregistration: current employment
Jul 27, 2021 to presentfactForm ADV
← A•••••• P•••• D•••••••••Advisorregistration: current employment
Jul 27, 2021 to presentfactForm ADV
← W•••••• E••••• B•••••Advisorregistration: current employment
Jan 8, 2014 to presentfactForm ADV
← M•••••• J••••• G••••••

Dated events

Order

Occurred
10 Jul 2025
Team lift-out
••• Locked
Form ADV
2 advisors

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 16, 2026
Last observed: Feb 16, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds 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.