DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)40 years in industry

J••••• G• M•••••••

Advisor at G••••••• A•••• A•••••••• L••

MECHANICSBURG, PA

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Search this name across graphsid dfx:ria:aaa1cf13-ae72-03c6-6458-92610dd2ec79

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 16, 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••••••• A•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• A•••• A•••••••• L••	Independent wealth	Nov 19, 2021	n/a	yes	MECHANICSBURG, PA	Current employment
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	Former SEC adviser	Feb 16, 2006	Oct 11, 2017	no	HARRISBURG, PA\|MECHANICSBURG, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	G••••••• A•••• A•••••••• L••	Oct 11, 2017	Nov 19, 2021	1,500	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
29604:144958:PA:2017-10-11	Oct 11, 2017	Nov 19, 2021	MECHANICSBURG, PA	Firm change after gap

Relationships

Registered with (2)

→ G••••••• A•••• A•••••••• L••Registered adviserregistration: current employment
Nov 19, 2021 to presentfactForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Registered adviserregistration: previous registration
Feb 16, 2006 to Oct 11, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aaa1cf13-ae72-03c6-6458-92610dd2ec79
First observed: Feb 16, 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.