DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

S••••• J•••• N••••

Advisor at G••••• R••••••••• P••••••• L••

SAN RAFAEL, CA | Holland, MI

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Search this name across graphsid dfx:ria:6cca176a-7ee0-f3ca-ebec-344157f6f155

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2008 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: G••••• R••••••••• P••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Aug 16, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• R••••••••• P••••••• L••	Institutional manager	Jan 1, 2025	n/a	yes	Holland, MI\|SAN RAFAEL, CA	Current employment
A•••••••• F•••••••• A•••••••• L••	State registered	Jan 30, 2008	May 29, 2008	no	MIAMI BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• F•••••••• A•••••••• L••	G••••• R••••••••• P••••••• L••	May 29, 2008	Jan 1, 2025	6,061	Firm change after gap	Other

Relationships

Registered with (2)

→ G••••• R••••••••• P••••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ A•••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 30, 2008 to May 29, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6cca176a-7ee0-f3ca-ebec-344157f6f155
First observed: Jan 30, 2008
Last observed: Sep 15, 2026 7 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.