DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J••• R•••••• F•••••••••

Advisor at W••••••••• F•••••••• G••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:83f711d3-3255-f4c4-269a-7cab3afe9976

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 19, 2013 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: W••••••••• F•••••••• G••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J••• F••••••••• L••	State registered	Feb 18, 2026	n/a	yes	FREDERICK, MD	Current employment
W••••••••• F•••••••• G••••• I•••	State registered	Feb 4, 2019	n/a	yes	Frederick, MD\|PEACHTREE CITY, GA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• F••••••••• L••	J••• F••••••••• L••	Dec 31, 2023	Feb 18, 2026	780	Firm change after gap	Other
H• B•••• I•••	W••••••••• F•••••••• G••••• I•••	Feb 4, 2019	Feb 4, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:273035:MD:2017-01-18	Jan 18, 2017	Aug 23, 2016	WOODBINE, MD	Firm change after gap

Relationships

Registered with (6)

→ J••• F••••••••• L••Registered adviserregistration: current employment
Feb 18, 2026 to presentfactForm ADV
→ W••••••••• F•••••••• G••••• I•••Registered adviserregistration: current employment
Feb 4, 2019 to presentfactForm ADV
→ J••• F••••••••• L••Registered adviserregistration: previous registration
Sep 14, 2020 to Dec 31, 2023factForm ADV
→ H• B•••• I•••Registered adviser

Dated events

Occurred
Dec 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:83f711d3-3255-f4c4-269a-7cab3afe9976
First observed: Feb 19, 2013
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.