J••••••• A••••

Advisor at A•••• I••••••••• G••••

WAYNE, PA | Wayne, PA

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Search this name across graphsid dfx:ria:715e033a-a65f-17b8-9454-427653075d67

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 12, 1999 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: A•••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 5, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom 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
A•••• I••••••••• G••••	Independent wealth	May 24, 2024	n/a	yes	Wayne, PA\|WAYNE, PA	Current employment
W•••• F•••• A•••••••	Wirehouse	Nov 12, 1999	May 29, 2024	no	DOYLESTOWN, PA\|DOYLESTOWN, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	A•••• I••••••••• G••••	May 29, 2024	May 24, 2024	-5	Firm change	Wirehouse to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:317077:PA:2024-05-29	May 29, 2024	May 24, 2024	DOYLESTOWN, PA	Firm change

Relationships

Registered with (2)

→ A•••• I••••••••• G••••Registered adviserregistration: current employment
May 24, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 12, 1999 to May 29, 2024factForm ADV

Dated events

Occurred
May 29, 2024
Advisor changed firm
J••••••• A•••• left W•••• F•••• A••••••• for A•••• I••••••••• G•••• (registered 2024-05-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:715e033a-a65f-17b8-9454-427653075d67
First observed: Nov 12, 1999
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.