DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

E•••••• J••••• G••••

Advisor at C••••••••• W••••• M••••••••• C••••

SAN JUAN, PR

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Search this name across graphsid dfx:ria:472aa610-8102-7f2e-a1e9-768b0277d6f7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 18, 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: C••••••••• W••••• M••••••••• C••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Jul 1, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W••••• M••••••••• C••••	Other adviser	Feb 28, 2014	n/a	yes	SAN JUAN, PR	Current employment
C••••••••• W••••• M••••••••• C••••	Other adviser	Feb 18, 2005	Feb 19, 2014	no	SAN JUAN, PR	Previous registration

Relationships

Registered with (1)

→ C••••••••• W••••• M••••••••• C••••Registered adviserregistration: previous registration
Feb 18, 2005 to Feb 19, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:472aa610-8102-7f2e-a1e9-768b0277d6f7
First observed: Feb 18, 2005
Last observed: Sep 14, 2026 8 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.