DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

G•••••• J• M••••••

Advisor at P••••••••

WINTER PARK, FL | ENGLEWOOD, NJ

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Search this name across graphsid dfx:ria:6c250d01-18e7-5428-f6aa-4513fef8fcb4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 10, 2004 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: P••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 5, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••	Independent wealth	Jul 1, 2022	n/a	yes	WINTER PARK, FL\|ENGLEWOOD, NJ	Current employment
E•••• V•••• W••••••• A•••••••	Former SEC adviser	Jan 28, 2021	May 24, 2022	no	BOSTON, MA\|WINTER PARK, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• V•••• W••••••• A•••••••	P••••••••	May 24, 2022	Jul 1, 2022	38	Firm change	RIA to RIA
W•••• O•• A•••••••• L••	E•••• V•••• W••••••• A•••••••	Dec 11, 2020	Jan 28, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
132047:151736:FL:2022-05-17	May 24, 2022	Jul 1, 2022	WINTER PARK, FL	Firm change
140486:132047:FL:2020-12-11	Dec 11, 2020	Jan 28, 2021	WINTER PARK, FL	Firm change

Relationships

Registered with (5)

→ P••••••••Registered adviserregistration: current employment
Jul 1, 2022 to presentfactForm ADV
→ E•••• V•••• W••••••• A•••••••Registered adviserregistration: previous registration
Jan 28, 2021 to May 24, 2022factForm ADV
→ W•••• O•• A•••••••• L••Registered adviserregistration: previous registration
Jun 3, 2013 to Dec 11, 2020factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

Occurred
May 24, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c250d01-18e7-5428-f6aa-4513fef8fcb4
First observed: May 10, 2004
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.