DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant41 years in industry

J•• L••••••• M•••••

Advisor at G••••• T••••

••• Locked

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 21, 2001 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••••• T••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 21, 1984earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• T••••	Independent wealth	Apr 5, 2017	n/a	yes	WEST PALM BEACH, FL\|PALM BEACH GARDENS, FL	Current employment
F•••••••• S••••••• S•••••••• L••	Former SEC adviser	Mar 21, 2001	Dec 31, 2016	no	PALM BEACH GARDENS, FL\|WEST PALM BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• S••••••• S•••••••• L••	G••••• T••••	Dec 31, 2016	Apr 5, 2017	95	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
135122:143120:FL:2016-12-31	Dec 31, 2016	Apr 5, 2017	WEST PALM BEACH, FL	Firm change

Relationships

Registered with (2)

→ G••••• T••••Registered adviserregistration: current employment
Apr 5, 2017 to presentfactForm ADV
→ F•••••••• S••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 21, 2001 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 21, 2001
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.