DFX Intelligence

N••••••• G• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

N••••••• G• B••••••

Advisor at D•••••• A•••••••• G•••• • W•••••

Saint Petersburg, FL | DALLAS, TX

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Search this name across graphsid dfx:ria:68767103-ec67-7654-7e2c-9024195c55f9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 24, 2020 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: D•••••• A•••••••• G•••• • W•••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: May 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••• A•••••••• G•••• • W•••••	Other adviser	Nov 17, 2025	n/a	yes	DALLAS, TX\|Saint Petersburg, FL	Current employment
F••••• I•••••••••	Independent wealth	Sep 18, 2023	Nov 5, 2025	no	Tampa, FL\|PLANO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• I•••••••••	D•••••• A•••••••• G•••• • W•••••	Nov 5, 2025	Nov 17, 2025	12	Firm change	Other
E••••• J••••	F••••• I•••••••••	Sep 18, 2023	Sep 18, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
250:107342:MO:2023-09-18	Sep 18, 2023	Sep 18, 2023	ST LOUIS, MO	Firm change

Relationships

Registered with (3)

→ D•••••• A•••••••• G•••• • W•••••Registered adviserregistration: current employment
Nov 17, 2025 to presentfactForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Sep 18, 2023 to Nov 5, 2025factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 12, 2022 to Sep 18, 2023factForm ADV

Dated events

Occurred
Nov 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68767103-ec67-7654-7e2c-9024195c55f9
First observed: Jan 24, 2020
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.