T••• J•• G•••••

Advisor at ••••••••

Clayton, MO | Melville, NY

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:7210b4a0-803c-38bd-d1ca-fb05245c7491

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 19, 2006 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: ••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 12, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
••••••••	Independent wealth	May 9, 2025	n/a	yes	Melville, NY\|Clayton, MO	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Apr 28, 2014	May 13, 2025	no	MELVILLE, NY\|Dix Hills, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	••••••••	May 13, 2025	May 9, 2025	-4	Firm change	Ibd to RIA
J••••• M••••••••• S•••• L••	A••••••••• F•••••••• S•••••••• L••	May 14, 2014	Apr 28, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:3767:NY:2025-05-13	May 13, 2025	May 9, 2025	DIX HILLS, NY	Firm change

Relationships

Registered with (3)

→ ••••••••Registered adviserregistration: current employment
May 9, 2025 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 28, 2014 to May 13, 2025factForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
Jul 19, 2006 to May 14, 2014factForm ADV

Dated events

Occurred
May 13, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7210b4a0-803c-38bd-d1ca-fb05245c7491
First observed: Jul 19, 2006
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.