DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant18 years in industry

J••••• L••••• D••••••

Advisor at D•••••• F•••••••• G••••• I•••

LUTZ, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2011 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: D•••••• F•••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••• F•••••••• G••••• I•••	Independent wealth	Aug 27, 2020	n/a	yes	LUTZ, FL	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Apr 30, 2019	Sep 25, 2020	no	Lutz, FL\|TAMPA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	D•••••• F•••••••• G••••• I•••	Sep 25, 2020	Aug 27, 2020	-29	Firm change	RIA to RIA
G••••• F•••••••• P•••••• C••••••• I•••	J• W• C••• A•••••••• I•••	May 1, 2019	Apr 30, 2019

Relationships

Registered with (4)

→ D•••••• F•••••••• G••••• I•••Registered adviserregistration: current employment
Aug 27, 2020 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 30, 2019 to Sep 25, 2020factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Jul 29, 2015 to May 1, 2019factForm ADV
→ D•••••• F•••••••• G••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 31, 2011
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.