DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst22 years in industry

J••• S•••••• T•••••

Advisor at G••••• W••••• M••••••••• I••••••••• A•••••••• I•••

FORT LAUDERDALE, FL

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Search this name across graphsid dfx:ria:8d8785bf-a030-c395-3ae9-631cfe2d786e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2006 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••••• W••••• M••••••••• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 7, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• W••••• M••••••••• I••••••••• A•••••••• I•••	Independent wealth	Apr 14, 2017	n/a	yes	FORT LAUDERDALE, FL	Current employment
G••••• F•••••••• P•••••• C••••••• I•••	Former SEC adviser	Aug 1, 2014	Apr 19, 2018	no	FORT LAUDERDALE, FL\|SARASOTA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• F•••••••• P•••••• C••••••• I•••	G••••• W••••• M••••••••• I••••••••• A•••••••• I•••	Apr 19, 2018	Apr 14, 2017	-370	Firm change after gap	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	G••••• F•••••••• P•••••• C••••••• I•••	Aug 1, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
132070:286005:FL:2018-04-19	Apr 19, 2018	Apr 14, 2017	SARASOTA, FL	Firm change after gap

Relationships

Registered with (5)

→ G••••• W••••• M••••••••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 14, 2017 to presentfactForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Aug 1, 2014 to Apr 19, 2018factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Sep 14, 2009 to Aug 1, 2014factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d8785bf-a030-c395-3ae9-631cfe2d786e
First observed: Feb 6, 2006
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.