DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst13 years in industry

J•••••• A••• G•••••

Advisor at T•• F••••••••

ORLANDO, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ae0718d-a827-69ad-8103-f2d691d9d8df

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 19, 2014 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: T•• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• F••••••••	State registered	Oct 14, 2020	n/a	yes	ORLANDO, FL	Current employment
B••• F•••••••• S•••••••• L••	Independent wealth	Apr 23, 2019	Jun 17, 2020	no	WINTER PARK, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• F•••••••• S•••••••• L••	T•• F••••••••	Jun 17, 2020	Oct 14, 2020	119	Firm change	RIA to state RIA
N•••••• G•••• C••••••••• L••	B••• F•••••••• S•••••••• L••	Apr 1, 2019	Apr 23, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
29722:140944:FL:2017-12-21	Dec 22, 2017	Feb 14, 2018	LAKE MARY, FL	Firm change

Relationships

Registered with (4)

→ T•• F••••••••Registered adviserregistration: current employment
Oct 14, 2020 to presentfactForm ADV
→ B••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 23, 2019 to Jun 17, 2020factForm ADV
→ N•••••• G•••• C••••••••• L••Registered adviserregistration: previous registration
Feb 14, 2018 to Apr 1, 2019factForm ADV
→ N•••••• G•••• S••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ae0718d-a827-69ad-8103-f2d691d9d8df
First observed: Dec 19, 2014
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.