DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

J••••• S•••• G•••••

Advisor at G••••• R••••••••• A•••••••• I•••

New York, NY

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Search this name across graphsid dfx:ria:47bfa981-6874-c603-238a-112d20efbc1a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 12, 2004 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••••• R••••••••• A•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 5, 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• R••••••••• A•••••••• I•••	State registered	Jan 23, 2020	n/a	yes	New York, NY	Current employment
G••••• R••••••••• A•••••••• I•••	State registered	May 26, 2011	Dec 31, 2019	no	HARTFORD, CT\|NEW YORK, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• A•••••••• I•••	G••••• R••••••••• A•••••••• I•••	Dec 31, 2006	May 26, 2011	1,607	Firm change after gap	Other

Relationships

Registered with (2)

→ G••••• R••••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 26, 2011 to Dec 31, 2019factForm ADV
→ G•• A•••••••• I•••Registered adviserregistration: previous registration
May 12, 2004 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:47bfa981-6874-c603-238a-112d20efbc1a
First observed: May 12, 2004
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.