DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

J••• G••• A•••••••

Advisor at A••••••• A•••••••• I•••

GAINESVILLE, GA

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Search this name across graphsid dfx:ria:5e9e75c5-6837-56ab-2a91-d6f72b9603c7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 16, 2011 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: A••••••• A•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• A•••••••• I•••	State registered	Nov 22, 2022	n/a	yes	GAINESVILLE, GA	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Oct 3, 2018	Mar 2, 2023	no	GAINESVILLE, GA\|Young Harris, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	A••••••• A•••••••• I•••	Mar 2, 2023	Nov 22, 2022	-100	Firm change after gap	Ibd to state RIA
G••••• F•••••••• P•••••• C••••••• I•••	A• W••••• M••••••••• L••	Oct 3, 2018	Oct 3, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
132070:282580:FL:2018-10-02	Oct 3, 2018	Oct 3, 2018	SARASOTA, FL	Firm change

Relationships

Registered with (3)

→ A••••••• A•••••••• I•••Registered adviserregistration: current employment
Nov 22, 2022 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 3, 2018 to Mar 2, 2023factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
May 16, 2011 to Oct 3, 2018factForm ADV

Dated events

Occurred
Mar 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e9e75c5-6837-56ab-2a91-d6f72b9603c7
First observed: May 16, 2011
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.