DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

J•••• G••• T•••••••••

Advisor at N••••••••• M••••• I••••••••• S•••••••••

Milwaukee, WI

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Search this name across graphsid dfx:ria:b7981781-acf7-2d10-6adf-41cd74e9a163

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 1, 2022 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: N••••••••• M••••• I••••••••• S•••••••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Jan 1, 2026	n/a	yes	Milwaukee, WI	Current employment
D•••• • A••••••••• L••	Independent wealth	Jul 16, 2023	Dec 2, 2024	no	WAUKESHA, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••• • A••••••••• L••	N••••••••• M••••• I••••••••• S•••••••••	Dec 2, 2024	Jan 1, 2026	395	Firm change	Other
E•••• S••••••••• L••	D•••• • A••••••••• L••	Jun 29, 2023	Jul 16, 2023

Relationships

Registered with (3)

→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ D•••• • A••••••••• L••Registered adviserregistration: previous registration
Jul 16, 2023 to Dec 2, 2024factForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Sep 1, 2022 to Jun 29, 2023factForm ADV

Dated events

Occurred
Dec 2, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 29, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7981781-acf7-2d10-6adf-41cd74e9a163
First observed: Sep 1, 2022
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.