DFX Intelligence

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

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RIA / WealthAdvisorPersonal Financial Specialist31 years in industry

J••••••• S•••••• D••••••

Advisor at G•••• J••••••• W••••• A•••••••

••• Locked

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Search this name across graphsid dfx:ria:7b95dd97-6774-5ed1-0d2c-dde4e9af9970

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2001 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•••• J••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 14, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Dec 18, 2025	n/a	yes	DENVER, CO\|Owings Mills, MD	Current employment
G•••• J••••••• W••••• A•••••••	Independent wealth	Jan 8, 2003	n/a	yes	OWINGS MILLS, MD	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• • Y•••• I••••••••• A••••••• L••	G•••• J••••••• W••••• A•••••••	Jul 15, 2002	Jan 8, 2003	177	Firm change	Other

Relationships

Registered with (3)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Dec 18, 2025 to presentfactForm ADV
→ G•••• J••••••• W••••• A•••••••Registered adviserregistration: current employment
Jan 8, 2003 to presentfactForm ADV
→ E•••• • Y•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 30, 2001 to Jul 15, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b95dd97-6774-5ed1-0d2c-dde4e9af9970
First observed: Jan 30, 2001
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.