DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

J••••• G•••••• C••••

Advisor at T••••• P•••••• W•••••• I•••

PHOENIXVILLE, PA | BETHLEHEM, PA

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Search this name across graphsid dfx:ria:49225974-3ecf-9ab8-71d4-c8088c8085a7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 28, 2021 to Sep 15, 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: T••••• P•••••• W•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 10, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• P•••••• W•••••• I•••	Independent wealth	Feb 21, 2023	n/a	yes	BETHLEHEM, PA\|PHOENIXVILLE, PA	Current employment
E•• F•••••••• A•••••••	Independent wealth	Apr 28, 2021	Feb 3, 2023	no	MEDIA, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• F•••••••• A•••••••	T••••• P•••••• W•••••• I•••	Feb 3, 2023	Feb 21, 2023	18	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ T••••• P•••••• W•••••• I•••Registered adviserregistration: current employment
Feb 21, 2023 to presentfactForm ADV
→ E•• F•••••••• A•••••••Registered adviserregistration: previous registration
Apr 28, 2021 to Feb 3, 2023factForm ADV

Dated events

Occurred
Feb 3, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49225974-3ecf-9ab8-71d4-c8088c8085a7
First observed: Apr 28, 2021
Last observed: Sep 15, 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.