DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)38 years in industry

J•••••• J••• M•••••

Advisor at G•• S••••••••• I•••

••• Locked

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2003 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: G•• S••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 16, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•• S••••••••• I•••	Bd affiliated wealth	Oct 3, 2014	n/a	yes	PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|CHURCHVILLE, PA\|WAYNE, PA	Current employment
G•• S••••••••• I•••	Bd affiliated wealth	Dec 20, 2005	Oct 3, 2014	no	WAYNE, PA\|PALM BEACH GARDENS, FL\|PALM BEACH GARDENS, FL\|CHURCHVILLE, PA\|CHURCHVILLE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• P•••••••• L••	G•• S••••••••• I•••	Dec 21, 2005	Dec 20, 2005	-1	Firm change	Other
P•••••••• E••••• A•••••••• L••	V••• F•••••••• P•••••••• L••	Oct 20, 2004	Jul 28, 2004

Relationships

Registered with (5)

→ G•• S••••••••• I•••Registered adviserregistration: previous registration
Dec 20, 2005 to Oct 3, 2014factForm ADV
→ V••• F•••••••• P•••••••• L••Registered adviserregistration: previous registration
Jul 28, 2004 to Dec 21, 2005factForm ADV
→ P•••••••• E••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 20, 2003 to Oct 20, 2004factForm ADV
→ G•••••••• F••••••••• I••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 6, 2003
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.