DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J••• S•••••••• G••••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Owensboro, KY

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Search this name across graphsid dfx:ria:57424fe1-6778-1606-4880-41c716beeb91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 7, 2022 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Dec 17, 2024	n/a	yes	Owensboro, KY	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Feb 14, 2024	Sep 20, 2024	no	EVANSVILLE, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
1••• I••••••••• A••••••• C••	L•• F•••••••• L••	Dec 17, 2024	Feb 14, 2024	-307	Firm change after gap	RIA to ibd
L•• F•••••••• L••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Sep 20, 2024	Dec 17, 2024

Relationships

Registered with (4)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Dec 17, 2024 to presentfactForm ADV
→ 1••• I••••••••• A••••••• C••Registered adviserregistration: previous registration
Feb 5, 2024 to Dec 17, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 14, 2024 to Sep 20, 2024factForm ADV
→ M•••• C••••••• A••••••• S••••••

Dated events

Occurred
Dec 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 20, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57424fe1-6778-1606-4880-41c716beeb91
First observed: Jun 7, 2022
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.