DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

J•••• R••••• J••••••

Advisor at G•••••• W••••• A•••••••• L••

INDIANAPOLIS, IN

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Search this name across graphsid dfx:ria:41ffdabe-6a8b-1f28-637c-f072bda8aa15

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 13, 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: G•••••• W••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• W••••• A•••••••• L••	State registered	Apr 14, 2021	n/a	yes	INDIANAPOLIS, IN	Current employment
G•••••• W••••• M•••••••••	n/a	Dec 17, 2020	Sep 30, 2021	no	GREENFIELD, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• W••••• M•••••••••	G•••••• W••••• A•••••••• L••	Sep 30, 2021	Apr 14, 2021	-169	Firm change after gap	Other
A••••• A•• P••••••• S•••••••	G•••••• W••••• M•••••••••	Nov 13, 2020	Dec 17, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
175003:313842:IN:2021-09-30	Sep 30, 2021	Apr 14, 2021	GREENFIELD, IN	Firm change after gap

Relationships

Registered with (3)

→ G•••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Apr 14, 2021 to presentfactForm ADV
→ G•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Dec 17, 2020 to Sep 30, 2021factForm ADV
→ A••••• A•• P••••••• S•••••••Registered adviserregistration: previous registration
Aug 13, 2013 to Nov 13, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41ffdabe-6a8b-1f28-637c-f072bda8aa15
First observed: Aug 13, 2013
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.