DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

J••••• G• O•••••

Advisor at A••• A••••••• P•••••••

NEW YORK, NY | Birmingham, MI

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Search this name across graphsid dfx:ria:bb69b2fb-3bc4-107b-d8b6-3950adc2c13b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 20, 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: A••• A••••••• P•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••• A••••••• P•••••••	Bd affiliated wealth	Sep 10, 2025	n/a	yes	Birmingham, MI\|NEW YORK, NY	Current employment
S•••••••• I••••••••• A•••••••• L••	Former SEC adviser	Jan 20, 2016	Jun 9, 2025	no	BIRMINGHAM, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• I••••••••• A•••••••• L••	A••• A••••••• P•••••••	Jun 9, 2025	Sep 10, 2025	93	Firm change	RIA to RIA

Relationships

Registered with (2)

→ A••• A••••••• P•••••••Registered adviserregistration: current employment
Sep 10, 2025 to presentfactForm ADV
→ S•••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 20, 2016 to Jun 9, 2025factForm ADV

Dated events

Occurred
Jun 9, 2025
Advisor changed firm
J••••• G• O••••• left S•••••••• I••••••••• A•••••••• L•• for A••• A••••••• P••••••• (registered 2025-09-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bb69b2fb-3bc4-107b-d8b6-3950adc2c13b
First observed: Jan 20, 2016
Last observed: Sep 15, 2026 7 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.