DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

J••••• R••• D•••••

Advisor at G•••• V••••• A•••••• G••••• L••

BERWYN, PA | Burnsville, MN

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Search this name across graphsid dfx:ria:7825c91a-fade-d84a-1713-db1e23c8d20d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 15, 2008 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•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 18, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Jul 29, 2024	n/a	yes	Burnsville, MN\|BERWYN, PA	Current employment
A••••••• A•••••• G••••• L••	Independent wealth	Nov 1, 2013	Aug 28, 2024	no	ST. PAUL, MN\|CAMBRIDGE, MN\|CAMBRIDGE, MN\|Burnsville, MN\|ST PAUL, MN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• A•••••••	A••••••• A•••••• G••••• L••	Aug 28, 2024	Nov 1, 2013	-3,953	Firm change after gap	Ibd to RIA
A••••••• A•••••• G••••• L••	G•••• V••••• A•••••• G••••• L••	Aug 28, 2024	Jul 29, 2024

Relationships

Registered with (3)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Jul 29, 2024 to presentfactForm ADV
→ E•• A•••••••Registered adviserregistration: previous registration
Feb 15, 2008 to Aug 28, 2024factForm ADV
→ A••••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Nov 1, 2013 to Aug 28, 2024factForm ADV

Dated events

Occurred
Aug 28, 2024
A•••••• firm change
J••••• R••• D••••• left E•• A••••••• for A••••••• A•••••• G••••• L•• (registered 2013-11-01)
Form ADVobserved 7 days ago
Occurred
Aug 28, 2024
A•••••• firm change
J••••• R••• D••••• left A••••••• A•••••• G••••• L•• for G•••• V••••• A•••••• G••••• L•• (registered 2024-07-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7825c91a-fade-d84a-1713-db1e23c8d20d
First observed: Feb 15, 2008
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.