DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

J••••• J•••• G••••

Advisor at G•• S••••••••• I•••

PALM BEACH GARDENS, FL | HENDERSON, NV

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Search this name across graphsid dfx:ria:7102cb10-a349-ac24-939e-74b3e3c84ac0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 15, 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: G•• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•• S••••••••• I•••	Bd affiliated wealth	Feb 14, 2024	n/a	yes	HENDERSON, NV\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL	Current employment
E•••••••• A•••••••• L••	National bd RIA	Jun 15, 2016	Feb 20, 2024	no	LAS VEGAS, NV\|BOULDER CITY, NV\|SCOTTSDALE, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	G•• S••••••••• I•••	Feb 20, 2024	Feb 14, 2024	-6	Firm change	Ibd to ibd

Relationships

Registered with (2)

→ G•• S••••••••• I•••Registered adviserregistration: current employment
Feb 14, 2024 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 15, 2016 to Feb 20, 2024factForm ADV

Dated events

Occurred
Feb 20, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7102cb10-a349-ac24-939e-74b3e3c84ac0
First observed: Jun 15, 2016
Last observed: Sep 14, 2026 9 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.