DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

C••••• J•••• G••••••••

Advisor at V•••••• F••••••••

AUSTIN, TX

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Search this name across graphsid dfx:ria:b19f9bdd-c006-5c50-85bc-ab30274e86a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 22, 2017 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: V•••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••• F••••••••	Independent wealth	Aug 17, 2023	n/a	yes	AUSTIN, TX	Current employment
E•••••••• A•••••••• L••	National bd RIA	Dec 22, 2017	Aug 31, 2023	no	Allen, TX\|AUSTIN, TX\|AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	V•••••• F••••••••	Aug 31, 2023	Aug 17, 2023	-14	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
6627:324943:TX:2023-08-11	Aug 31, 2023	Aug 17, 2023	AUSTIN, TX	Firm change

Relationships

Registered with (2)

→ V•••••• F••••••••Registered adviserregistration: current employment
Aug 17, 2023 to presentfactForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 22, 2017 to Aug 31, 2023factForm ADV

Dated events

Occurred
Aug 31, 2023
Advisor changed firm
C••••• J•••• G•••••••• left E•••••••• A•••••••• L•• for V•••••• F•••••••• (registered 2023-08-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b19f9bdd-c006-5c50-85bc-ab30274e86a3
First observed: Dec 22, 2017
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.