DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst33 years in industry

C••••••••• J•••• W••••

Advisor at G• W••••• M••••••••• R••• L••

CAMBRIDGE, MA | Stamford, CT

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Search this name across graphsid dfx:ria:77742393-7df0-da27-c147-c798c52747db

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 2
Observed: Oct 27, 2006 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

C••••••••• J• W••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

C••••••••• J• W••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: G• W••••• M••••••••• R••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 24, 1992earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G• W••••• M••••••••• R••• L••	Independent wealth	Dec 19, 2025	n/a	yes	Stamford, CT\|CAMBRIDGE, MA	Current employment
P••••••••• P••••••• • C••• L••	Independent wealth	Jan 31, 2025	Nov 24, 2025	no	BETHESDA, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• P••••••• • C••• L••	G• W••••• M••••••••• R••• L••	Nov 24, 2025	Dec 19, 2025	25	Firm change	RIA to RIA
J••• M••••• P•••••• W••••• A••••••• L••	J••• M••••• S••••••••• L••	Jul 29, 2024	May 30, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
108559:79:NY:2024-07-17	Jul 29, 2024	May 30, 2024	NEW YORK, NY	Firm change after gap

Relationships

Registered with (5)

→ G• W••••• M••••••••• R••• L••Registered adviserregistration: current employment
Dec 19, 2025 to presentfactForm ADV
→ P••••••••• P••••••• • C••• L••Registered adviserregistration: previous registration
Jan 31, 2025 to Nov 24, 2025factForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Jul 6, 2016 to Jul 29, 2024factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Nov 24, 2025
Advisor changed firm
C••••••••• J•••• W•••• left P••••••••• P••••••• • C••• L•• for G• W••••• M••••••••• R••• L•• (registered 2025-12-19)
Form ADVobserved 7 days ago
Occurred
Jul 26, 2024
Advisor changed firm
C••••••••• J•••• W•••• left J••• M••••• S••••••••• L•• for P••••••••• P••••••• • C••• L•• (registered 2025-01-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77742393-7df0-da27-c147-c798c52747db
First observed: Oct 27, 2006
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.