DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

M•••••• J• G•••••

Advisor at B••• C•••••• G••••• L••

WESLEY CHAPEL, FL

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Search this name across graphsid dfx:ria:3f069741-99bf-567c-1266-6354e6ccd380

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Mar 14, 2020 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: B••• C•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• C•••••• G••••• L••	Independent wealth	Nov 19, 2025	n/a	yes	WESLEY CHAPEL, FL	Current employment
O••••••••• S••••••••• I•••	Bd affiliated wealth	Nov 3, 2023	Nov 10, 2025	no	INDIANAPOLIS, IN\|Lutz, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• S••••••••• I•••	B••• C•••••• G••••• L••	Nov 10, 2025	Nov 19, 2025	9	Firm change	Ibd to RIA
E•••• S••••••••• L••	O••••••••• S••••••••• I•••	Oct 17, 2023	Nov 3, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
519:162200:FL:2022-12-08	Jan 2, 2023	Aug 1, 2022	LUTZ, FL	Firm change after gap

Relationships

Registered with (6)

→ B••• C•••••• G••••• L••Registered adviserregistration: current employment
Nov 19, 2025 to presentfactForm ADV
→ O••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Nov 3, 2023 to Nov 10, 2025factForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Mar 17, 2023 to Oct 17, 2023factForm ADV
→ C•••••• A•••••••

Dated events

Occurred
Nov 10, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 17, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 2, 2023
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3f069741-99bf-567c-1266-6354e6ccd380
First observed: Mar 14, 2020
Last observed: Sep 14, 2026 9 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.