DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst11 years in industry

J••••• R• G•••

Advisor at H•• F•••••••• G••••

ELLICOTT CITY, MD

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Search this name across graphsid dfx:ria:5eee5bbd-47d9-2d02-eeed-98b28274674b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 26, 2015 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: H•• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
H•• F•••••••• G••••	Independent wealth	Sep 28, 2017	n/a	yes	ELLICOTT CITY, MD	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Aug 26, 2015	Sep 12, 2017	no	ELLICOT CITY, MD	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	H•• F•••••••• G••••	Sep 12, 2017	Sep 28, 2017	16	Firm change	Other

Relationships

Registered with (2)

→ H•• F•••••••• G••••Registered adviserregistration: current employment
Sep 28, 2017 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Aug 26, 2015 to Sep 12, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5eee5bbd-47d9-2d02-eeed-98b28274674b
First observed: Aug 26, 2015
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.