DFX Intelligence

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

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

J•••• J••••• G•••••

Advisor at T••••••••• R••••••••• A•••••••• L••

Louisville, KY

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Search this name across graphsid dfx:ria:bc2aade2-f05f-af82-291a-a78f260b335a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 6, 2019 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: T••••••••• R••••••••• A•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 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: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• R••••••••• A•••••••• L••	Bd affiliated wealth	Jun 23, 2026	n/a	yes	Louisville, KY	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Apr 4, 2024	Feb 19, 2025	no	Huntersville, NC\|GREENWOOD VILLAGE, CO\|Knoxville, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	T••••••••• R••••••••• A•••••••• L••	Feb 19, 2025	Jun 23, 2026	489	Firm change after gap	Ibd to ibd
C•••••• S••••• • C••• I•••	E•••••• A••••••• G••••• L••	Jan 10, 2024	Apr 4, 2024

Relationships

Registered with (5)

→ T••••••••• R••••••••• A•••••••• L••Registered adviserregistration: current employment
Jun 23, 2026 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Apr 4, 2024 to Feb 19, 2025factForm ADV
→ C•••••• S••••• • C••• I•••Registered adviserregistration: previous registration
Aug 11, 2023 to Jan 10, 2024factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Feb 19, 2025
Advisor changed firm
J•••• J••••• G••••• left E•••••• A••••••• G••••• L•• for T••••••••• R••••••••• A•••••••• L•• (registered 2026-06-23)
Form ADVobserved 7 days ago
Occurred
Jan 10, 2024
Advisor changed firm
J•••• J••••• G••••• left C•••••• S••••• • C••• I••• for E•••••• A••••••• G••••• L•• (registered 2024-04-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc2aade2-f05f-af82-291a-a78f260b335a
First observed: Mar 6, 2019
Last observed: Sep 14, 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.