DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

B••••••• J••••• G••••••

Advisor at P••• C•••••• M•••••••••

STUART, FL

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Search this name across graphsid dfx:ria:b06078a8-07f3-dddf-5724-ddeed34655eb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 4, 2020 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••• C•••••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••• C•••••• M•••••••••	State registered	Jan 1, 2025	n/a	yes	STUART, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	May 20, 2021	Apr 5, 2024	no	PALM BEACH GARDENS, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	P••• C•••••• M•••••••••	Apr 5, 2024	Jan 1, 2025	271	Firm change	Ibd to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••• J•••• • A••••••••• I•••	May 20, 2021	May 20, 2021

Relationships

Registered with (3)

→ P••• C•••••• M•••••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
May 20, 2021 to Apr 5, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Aug 4, 2020 to May 20, 2021factForm ADV

Dated events

Occurred
Apr 5, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b06078a8-07f3-dddf-5724-ddeed34655eb
First observed: Aug 4, 2020
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.