DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor11 years in industry

J••••••• T••• S••••••

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

FORT LAUDERDALE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9836e958-1d82-f079-cec8-4d143ba7171b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jan 27, 2016 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: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• W••••• M••••••••• I••••••••• A•••••••• I•••	Independent wealth	Apr 23, 2026	n/a	yes	FORT LAUDERDALE, FL	Current employment
S•••• I••••• S••••••••• L••	Independent wealth	Feb 17, 2026	Mar 17, 2026	no	Boca Raton, FL\|FORT LAUDERDALE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• I••••• S••••••••• L••	G••••• W••••• M••••••••• I••••••••• A•••••••• I•••	Mar 17, 2026	Apr 23, 2026	37	Firm change	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	S•••• I••••• S••••••••• L••	Nov 3, 2025	Feb 17, 2026

Relationships

Registered with (4)

→ G••••• W••••• M••••••••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 23, 2026 to presentfactForm ADV
→ S•••• I••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 17, 2026 to Mar 17, 2026factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Dec 20, 2024 to Nov 3, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Mar 17, 2026
Advisor changed firm
J••••••• T••• S•••••• left S•••• I••••• S••••••••• L•• for G••••• W••••• M••••••••• I••••••••• A•••••••• I••• (registered 2026-04-23)
Form ADVobserved 7 days ago
Occurred
Nov 3, 2025
Advisor changed firm
J••••••• T••• S•••••• left A••••••••• F•••••••• S•••••••• L•• for S•••• I••••• S••••••••• L•• (registered 2026-02-17)
Form ADVobserved 7 days ago
Occurred
Jan 9, 2023
Advisor changed firm
J••••••• T••• S•••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for A••••••••• F•••••••• S•••••••• L•• (registered 2024-12-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9836e958-1d82-f079-cec8-4d143ba7171b
First observed: Jan 27, 2016
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.