DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

J•• B••• G•••••••

Advisor at H••••• F••••••••• I•••

SAN DIEGO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Jul 15, 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: H••••• F••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 14, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••• F••••••••• I•••	State registered	Jul 6, 2021	n/a	yes	SAN DIEGO, CA	Current employment
H••••• E•••••••••	Former SEC adviser	Nov 11, 2014	Jul 5, 2021	no	SAN DIEGO, CA\|NOVATO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• E•••••••••	H••••• F••••••••• I•••	Jul 5, 2021	Jul 6, 2021	1	Firm change	Other
B•••••••• A•••• M••••••••• L••	H••••• E•••••••••	Dec 31, 2014	Nov 11, 2014

Relationships

Registered with (6)

→ H••••• F••••••••• I•••Registered adviserregistration: current employment
Jul 6, 2021 to presentfactForm ADV
→ H••••• E•••••••••Registered adviserregistration: previous registration
Nov 11, 2014 to Jul 5, 2021factForm ADV
→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Feb 11, 2014 to Dec 31, 2014factForm ADV
→ I••••••••• F•••••••• G••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 15, 2003
Last observed: Sep 14, 2026 10 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.