DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

J••••• J• W••••••

Advisor at S••••• G••••• I••••••••• L••

Centerville, OH | BOUNTIFUL, UT

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 3, 2012 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: S••••• G••••• I••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••• G••••• I••••••••• L••	Mixed wealth	Aug 31, 2023	n/a	yes	Centerville, OH\|BOUNTIFUL, UT	Current employment
T••••••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Oct 3, 2012	Sep 5, 2023	no	DAYTON, OH\|Beavercreek, OH\|MORAINE, OH\|Beavercreek, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••••• F•••••••• A•••••••• L••	S••••• G••••• I••••••••• L••	Sep 5, 2023	Aug 31, 2023	-5	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ S••••• G••••• I••••••••• L••Registered adviserregistration: current employment
Aug 31, 2023 to presentfactForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 3, 2012 to Sep 5, 2023factForm ADV

Dated events

Order

Occurred
5 Sep 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 3, 2012
Last observed: Sep 14, 2026 9 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.