DFX Intelligence

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

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J••••••••• J••••

Advisor · Advisor at G•••••••• C•••••• M••••••••• L••22 years in industry· MIAMI BEACH, FL

As of 2026-09-14 · this record's last observation

Relationships: 3
Dated events: 1
Observed: Mar 3, 2016 to Sep 14, 2026

As of 2026-09-14 · this record's last observation

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 25, 2026, 11:45 PM UTC and rebuilt at most every 15 minutes.

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•••••••• C•••••• M••••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Oct 7, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom 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
G•••••••• C•••••• M••••••••• L••	Other adviser	Feb 25, 2022	n/a	yes	MIAMI BEACH, FL	Current employment
A•••• • A••••••• G••••• P•••••••	Bd affiliated wealth	Nov 2, 2018	Jan 13, 2022	no	New York, NY\|Miami, FL\|New York, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• • A••••••• G••••• P•••••••	G•••••••• C•••••• M••••••••• L••	Jan 13, 2022	Feb 25, 2022	43	Firm change	Other
A•••• C•••••• C••••	A•••• • A••••••• G••••• P•••••••	Nov 9, 2018	Nov 2, 2018

Relationships

Registered with (3)

→ G•••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 25, 2022 to presentfactForm ADV
→ A•••• • A••••••• G••••• P•••••••Registered adviserregistration: previous registration
Nov 2, 2018 to Jan 13, 2022factForm ADV
→ A•••• C•••••• C••••Registered adviserregistration: previous registration
Mar 3, 2016 to Nov 9, 2018factForm ADV

Dated events

Order

Occurred
13 Jan 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 3, 2016
Last observed: Sep 14, 2026 11 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.