DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)36 years in industry

D••••• J••• P•••

Advisor at G•• S••••••••• I•••

CAMILLUS, NY | PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:b30dd98d-0744-7459-92a3-332e089aaf57

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 6, 1989 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: Oct 6, 1989earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••• A••••••• G••••• I•••	State registered	Feb 14, 2023	n/a	yes	CAMILLUS, NY	Current employment
G•• S••••••••• I•••	Bd affiliated wealth	Mar 31, 2021	n/a	yes	CAMILLUS, NY\|PALM BEACH GARDENS, FL	Current employment

Relationships

Registered with (2)

→ D••••• A••••••• G••••• I•••Registered adviserregistration: current employment
Feb 14, 2023 to presentfactForm ADV
→ G•• S••••••••• I•••Registered adviserregistration: current employment
Mar 31, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b30dd98d-0744-7459-92a3-332e089aaf57
First observed: Oct 6, 1989
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.