DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

J•••••• G•••• J••••••

Advisor at W•••••• A•••••••• L••

BIRMINGHAM, AL | BALTIMORE, MD

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Search this name across graphsid dfx:ria:4ed4d058-58c4-1e21-8941-70bb19590773

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 12, 2008 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: W•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 16, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• A•••••••• L••	Independent wealth	Jul 14, 2025	n/a	yes	BALTIMORE, MD\|BIRMINGHAM, AL	Current employment
G•• W••••• A•••••••	Former SEC adviser	Nov 12, 2008	Aug 5, 2025	no	BALTIMORE, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• W••••• A•••••••	W•••••• A•••••••• L••	Aug 5, 2025	Jul 14, 2025	-22	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
111509:115332:MD:2025-08-05	Aug 5, 2025	Jul 14, 2025	BALTIMORE, MD	Firm change

Relationships

Registered with (2)

→ W•••••• A•••••••• L••Registered adviserregistration: current employment
Jul 14, 2025 to presentfactForm ADV
→ G•• W••••• A•••••••Registered adviserregistration: previous registration
Nov 12, 2008 to Aug 5, 2025factForm ADV

Dated events

Occurred
Aug 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4ed4d058-58c4-1e21-8941-70bb19590773
First observed: Nov 12, 2008
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.