DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

J••••• L••••• G••••

Advisor at H••••••• W••••• M••••••••• I•••

SAN DIEGO, CA

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Search this name across graphsid dfx:ria:3debc74a-6f32-14e8-a821-273750ad8e30

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 1
Observed: Sep 3, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

J••••• L••••• G••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: H••••••• W••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 2, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H••••••• W••••• M••••••••• I•••	Independent wealth	Apr 11, 2022	n/a	yes	SAN DIEGO, CA	Current employment
T•• K•••• F•••••••• G••••• I•••	Independent wealth	Dec 7, 2010	Nov 16, 2022	no	SAN DIEGO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• K•••• F•••••••• G••••• I•••	H••••••• W••••• M••••••••• I•••	Nov 16, 2022	Apr 11, 2022	-219	Firm change after gap	RIA to RIA
F•••• F•••••••• A•••••••• L••	T•• K•••• F•••••••• G••••• I•••	Jan 24, 2012	Dec 7, 2010

Relationships

Registered with (3)

→ H••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Apr 11, 2022 to presentfactForm ADV
→ T•• K•••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Dec 7, 2010 to Nov 16, 2022factForm ADV
→ F•••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 3, 2008 to Jan 24, 2012factForm ADV

Dated events

Occurred
Nov 16, 2022
Advisor changed firm
J••••• L••••• G•••• left T•• K•••• F•••••••• G••••• I••• for H••••••• W••••• M••••••••• I••• (registered 2022-04-11)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3debc74a-6f32-14e8-a821-273750ad8e30
First observed: Sep 3, 2008
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.