DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

J•••• M••••• F••••••

Advisor at G•••• V••••• A•••••• G••••• L••

Boca Raton, FL | BERWYN, PA

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Search this name across graphsid dfx:ria:425ef417-e37b-ed27-f388-9aa685d729cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 8, 2005 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•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 14, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Apr 7, 2022	n/a	yes	BERWYN, PA\|Boca Raton, FL	Current employment
G••••• F•••••••• G••••	Former SEC adviser	Apr 14, 2016	Apr 22, 2022	no	BOCA RATON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• F•••••••• G••••	G•••• V••••• A•••••• G••••• L••	Apr 22, 2022	Apr 7, 2022	-15	Firm change	RIA to RIA
W•••• F•••• A•••••••	G••••• F•••••••• G••••	Apr 1, 2016	Apr 14, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
157037:123913:FL:2022-04-22	Apr 22, 2022	Apr 7, 2022	BOCA RATON, FL	Firm change
19616:157037:FL:2016-04-01	Apr 1, 2016	Apr 14, 2016	BOCA RATON, FL	Firm change

Relationships

Registered with (5)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Apr 7, 2022 to presentfactForm ADV
→ G••••• F•••••••• G••••Registered adviserregistration: previous registration
Apr 14, 2016 to Apr 22, 2022factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 9, 2009 to Apr 1, 2016factForm ADV
→ M••••• S•••••• • C•• L••Registered adviser

Dated events

Occurred
Apr 22, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:425ef417-e37b-ed27-f388-9aa685d729cb
First observed: Mar 8, 2005
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.