A•••••• J• R•••

Advisor at S•••••• F•••••••• G••••• L•••••

Tampa, FL | AKRON, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:b7ad5d63-f32a-1b9e-daef-4f777513f006

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Dec 8, 2016 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: S•••••• F•••••••• G••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• F•••••••• G••••• L•••••	Independent wealth	Jan 15, 2019	n/a	yes	Tampa, FL\|AKRON, OH	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Sep 4, 2018	Dec 17, 2018	no	SARASOTA, FL\|SARASOTA, FL\|SARASOTA, FL\|Sarasota, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	S•••••• F•••••••• G••••• L•••••	Dec 17, 2018	Jan 15, 2019	29	Firm change	Ibd to RIA
D••••• W••••• M•••••••••	P•• W••••• M•••••••••	Aug 8, 2018	Sep 4, 2018

Relationships

Registered with (4)

→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: current employment
Jan 15, 2019 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Sep 4, 2018 to Dec 17, 2018factForm ADV
→ D••••• W••••• M•••••••••Registered adviserregistration: previous registration
May 4, 2018 to Aug 8, 2018factForm ADV
→ E•••••••• A•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7ad5d63-f32a-1b9e-daef-4f777513f006
First observed: Dec 8, 2016
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.