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

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

J••••••• C• G••••••

Advisor at A••••••• W••••• A•••••••

Iselin, NJ

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Search this name across graphsid dfx:ria:3a2b4c93-e2f2-f2e8-18c6-9125cbf6a5f7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 2, 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: A••••••• W••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 11, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• A•••••••	Bd affiliated wealth	Dec 15, 2023	n/a	yes	Iselin, NJ	Current employment
T•••• A•••••••• L••	Former SEC adviser	Oct 28, 2016	Dec 19, 2023	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T•••• A•••••••• L••	A••••••• W••••• A•••••••	Dec 19, 2023	Dec 15, 2023	-4	Firm change	Ibd to ibd
G•••••••• W••••• M••••••••• L••	T•••• A•••••••• L••	Oct 26, 2016

Relationships

Registered with (4)

→ A••••••• W••••• A•••••••Registered adviserregistration: current employment
Dec 15, 2023 to presentfactForm ADV
→ T•••• A•••••••• L••Registered adviserregistration: previous registration
Oct 28, 2016 to Dec 19, 2023factForm ADV
→ G•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 3, 2014 to Oct 26, 2016factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Dec 19, 2023
Advisor changed firm
J••••••• C• G•••••• left T•••• A•••••••• L•• for A••••••• W••••• A••••••• (registered 2023-12-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a2b4c93-e2f2-f2e8-18c6-9125cbf6a5f7
First observed: Jul 2, 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.