J••••• G•••••••

Advisor at P•••••••• S••••••••• I•••

Atlanta, GA | Dunwoody, GA

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:9cd29800-3888-a794-0dd0-c54461e8d5f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 15, 2010 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: P•••••••• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 14, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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
P•••••••• S••••••••• I•••	Bd affiliated wealth	Apr 24, 2019	n/a	yes	Atlanta, GA\|Dunwoody, GA	Current employment
M••••• O• O•••• I••••••• S•••••••• I•••	Independent wealth	Aug 22, 2018	Apr 16, 2019	no	Duluth, GA\|Atlanta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• O• O•••• I••••••• S•••••••• I•••	P•••••••• S••••••••• I•••	Apr 16, 2019	Apr 24, 2019	8	Firm change	Other
R••••••• F•••••••• A•••••••• L••	M••••• O• O•••• I••••••• S•••••••• I•••	Jul 10, 2018	Aug 22, 2018

Relationships

Registered with (5)

→ P•••••••• S••••••••• I•••Registered adviserregistration: current employment
Apr 24, 2019 to presentfactForm ADV
→ M••••• O• O•••• I••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 22, 2018 to Apr 16, 2019factForm ADV
→ R••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 21, 2017 to Jul 10, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9cd29800-3888-a794-0dd0-c54461e8d5f6
First observed: Oct 15, 2010
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.