DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor23 years in industry

J••• D•••• G••••

Advisor at S••••••• C•••••• M••••••••• L••

West Palm Beach, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3fd12958-6ac9-4dd4-0c94-30f4519d4754

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2019 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: S••••••• C•••••• M••••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jan 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• C•••••• M••••••••• L••	Other adviser	Aug 12, 2020	n/a	yes	West Palm Beach, FL	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Feb 27, 2019	Aug 5, 2020	no	JUPITER, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	S••••••• C•••••• M••••••••• L••	Aug 5, 2020	Aug 12, 2020	7	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
283390:135405:FL:2020-08-05	Aug 5, 2020	Aug 12, 2020	JUPITER, FL	Firm change

Relationships

Registered with (2)

→ S••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Aug 12, 2020 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 27, 2019 to Aug 5, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3fd12958-6ac9-4dd4-0c94-30f4519d4754
First observed: Feb 27, 2019
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.