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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

C••••••••• J•••• S•••

Advisor at B•••••

CORAL GABLES, FL

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Search this name across graphsid dfx:ria:5027d174-bc4b-fbf8-dc49-8a7a0d32157a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 20, 2000 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: B•••••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 7, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••	Mixed wealth	Nov 7, 2023	n/a	yes	CORAL GABLES, FL	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	May 29, 2007	Oct 6, 2023	no	New York, NY\|NEW YORK, NY\|NY, NY\|New York, NY\|Miami, FL\|Miami, FL\|Miami, FL

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	B•••••	Oct 6, 2023	Nov 7, 2023	32	Firm change	Other
C••••••• I••••••••• S•••••••	C•••••••• G••••• M•••••• I•••	May 29, 2007

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7059:322263:FL:2023-10-06	Oct 6, 2023	Nov 7, 2023	MIAMI, FL	Firm change

Relationships

Registered with (4)

→ B•••••Registered adviserregistration: current employment
Nov 7, 2023 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
May 29, 2007 to Oct 6, 2023factForm ADV
→ C••••••• I••••••••• S•••••••Registered adviserregistration: previous registration
Mar 8, 2006 to May 29, 2007factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration

Dated events

Occurred
Oct 6, 2023
Advisor changed firm
C••••••••• J•••• S••• left C•••••••• G••••• M•••••• I••• for Balanz (registered 2023-11-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5027d174-bc4b-fbf8-dc49-8a7a0d32157a
First observed: Dec 20, 2000
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.