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

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

M•••• A•• G••••••

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

Henderson, NV | SAINT PETERSBURG, FL

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Search this name across graphsid dfx:ria:621b2540-a5e0-2f9f-3125-abf528cd5a41

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 1
On other graphs: 0
Observed: Jul 16, 2007 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 publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 2, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

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
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 26, 2026	n/a	yes	Henderson, NV\|SAINT PETERSBURG, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	May 25, 2022	Dec 31, 2025	no

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
R•••••• J•••• • A••••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Dec 31, 2025	Jan 26, 2026	26	Bulk transfer	Ibd to ibd
W•••• F•••• A•••••••	R•••••• J•••• • A••••••••• I•••	May 17, 2022

Team moves

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

Team	Left	Joined	From	Kind
19616:17499:FL:2016-01-19	Jan 19, 2016	Apr 4, 2016	NAPLES, FL	Firm change

Relationships

Registered with (9)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Jan 26, 2026 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
May 25, 2022 to Dec 31, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 16, 2020 to May 17, 2022factForm ADV
→ M••••• G••••• A••••••• I•••

Dated events

Occurred
May 17, 2022
Advisor changed firm
M•••• A•• G•••••• left W•••• F•••• A••••••• for R•••••• J•••• • A••••••••• I••• (registered 2022-05-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:621b2540-a5e0-2f9f-3125-abf528cd5a41
First observed: Jul 16, 2007
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.