DFX Intelligence

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

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RIA / WealthAdvisor28 years in industry

J•••• G••••• S••••••

Advisor at C•••••• W••••• M•••••••••

CONCORD, NH

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Search this name across graphsid dfx:ria:68283874-cab8-5396-8f86-29957b78b4f3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 4, 2016 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: C•••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 4, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• M•••••••••	State registered	May 4, 2017	n/a	yes	CONCORD, NH	Current employment
B••••• A•••• M••••••••• I•••	Former SEC adviser	May 4, 2016	Apr 28, 2017	no	CONCORD, NH\|CLEARWATER, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• A•••• M••••••••• I•••	C•••••• W••••• M•••••••••	Apr 28, 2017	May 4, 2017	6	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
112768:287875:FL:2017-04-28	Apr 28, 2017	May 4, 2017	CLEARWATER, FL	Firm change

Relationships

Registered with (2)

→ C•••••• W••••• M•••••••••Registered adviserregistration: current employment
May 4, 2017 to presentfactForm ADV
→ B••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
May 4, 2016 to Apr 28, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68283874-cab8-5396-8f86-29957b78b4f3
First observed: May 4, 2016
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.