DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

J••• J•••• S•••••••••

Advisor at C•••••• P••••••• W••••• M•••••••••

Center Valley, PA | MORRISTOWN, NJ

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Search this name across graphsid dfx:ria:b046d3bc-ce75-a350-998f-ad6ab05bd8ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 1, 2015 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: C•••••• P••••••• W••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• P••••••• W••••• M•••••••••	State registered	Mar 19, 2023	n/a	yes	Center Valley, PA	Current employment
P•••••• A•••••• G••••• L••	Bd affiliated wealth	Dec 15, 2022	n/a	yes	Center Valley, PA\|MORRISTOWN, NJ	Current employment

Relationships

Registered with (2)

→ C•••••• P••••••• W••••• M•••••••••Registered adviserregistration: current employment
Mar 19, 2023 to presentfactForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: current employment
Dec 15, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b046d3bc-ce75-a350-998f-ad6ab05bd8ec
First observed: Sep 1, 2015
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.