DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

M••••••• J••• G••••••

Advisor at G•••••• W••••• S••••••••• L••

HOUSTON, TX | CLAYTON, MO

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Search this name across graphsid dfx:ria:6073ce08-7a36-ad91-865b-9f9c5ab87512

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2013 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: G•••••• W••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 17, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•••••••• W••••• P•••••••• L••	Independent wealth	Sep 1, 2026	n/a	yes	CLAYTON, MO\|HOUSTON, TX	Current employment
G•••••• W••••• S••••••••• L••	State registered	Mar 22, 2016	n/a	yes	HOUSTON, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	G•••••• W••••• S••••••••• L••	Feb 2, 2016	Mar 22, 2016	49	Firm change	Other
P••• A••••• S••••••••• L••	M•• I•••••••• S•••••••• L••	Apr 27, 2015	May 27, 2015

Relationships

Registered with (4)

→ P•••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Sep 1, 2026 to presentfactForm ADV
→ G•••••• W••••• S••••••••• L••Registered adviserregistration: current employment
Mar 22, 2016 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 27, 2015 to Feb 2, 2016factForm ADV
→ P••• A••••• S••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6073ce08-7a36-ad91-865b-9f9c5ab87512
First observed: Jul 25, 2013
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.