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RIA / WealthAdvisorCertified Financial Planner25 years in industry

JOSEPH KIRBY

Advisor at GRYPHON WEALTH

JACKSONVILLE, FL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: May 9, 2001 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: GRYPHON WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 9, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S65
First exam: May 25, 2001
First registration: May 9, 2001
Dual registered: no
Other names: J ADAM KIRBY|JOSEPH ADAM KIRBY|Adam Kirby
IAPD individual key: 4173969

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GRYPHON WEALTH	Independent wealth	Apr 23, 2026	n/a	yes	JACKSONVILLE, FL	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jul 24, 2023	Apr 29, 2026	no	JACKSONVILLE, FL	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Oct 24, 2011	Jul 24, 2023	no	JACKSONVILLE, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL	Previous registration
MORGAN KEEGAN & COMPANY, LLC	Former SEC adviser	Mar 6, 2007	Oct 24, 2011	no	JACKSONVILLE, FL\|JACKSONVILLE, FL\|TALLAHASSEE, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL\|JACKSONVILLE, FL\|PENSACOLA, FL	Previous registration
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	n/a	Jan 18, 2005	Feb 20, 2007	no	JACKSONVILLE, FL	Previous registration
PRUCO SECURITIES, LLC	No RAUM reported	May 9, 2001	Jan 19, 2005	no	JACKSONVILLE, FL	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	GRYPHON WEALTH	Apr 29, 2026	Apr 23, 2026	-6	Firm change	Wirehouse to new firm
WELLS FARGO ADVISORS	WELLS FARGO ADVISORS	Jul 24, 2023	Jul 24, 2023	0	Channel change	Wirehouse to wirehouse
MORGAN KEEGAN & COMPANY, LLC	WELLS FARGO ADVISORS	Oct 24, 2011	Oct 24, 2011	0	Firm change	Other
AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	MORGAN KEEGAN & COMPANY, LLC	Feb 20, 2007	Mar 6, 2007	14	Bulk transfer	Other
PRUCO SECURITIES, LLC	AMSOUTH INVESTMENT MANAGEMENT COMPANY LLC	Jan 19, 2005	Jan 18, 2005	-1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:339969:FL:2026-04-29	Apr 29, 2026	Apr 23, 2026	JACKSONVILLE, FL	Firm change
19616:11025:FL:2023-07-05	Jul 24, 2023	Jul 24, 2023	JACKSONVILLE, FL	Firm change

Relationships

Registered with (6)

→ GRYPHON WEALTHRegistered adviserregistration: current employment
Apr 23, 2026 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 24, 2023 to Apr 29, 2026factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Oct 24, 2011 to Jul 24, 2023factForm ADV
→ MORGAN KEEGAN & COMPANY, LLCRegistered adviserregistration: previous registration
Mar 6, 2007 to Oct 24, 2011factForm ADV
→ AMSOUTH INVESTMENT MANAGEMENT COMPANY LLCRegistered adviserregistration: previous registration
Jan 18, 2005 to Feb 20, 2007factForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
May 9, 2001 to Jan 19, 2005factForm ADV

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
Joseph Kirby left Wells Fargo Advisors for Gryphon Wealth (registered 2026-04-23)
Form ADVobserved 6 days ago