DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

J••• D••••• B•••••

Advisor at G•••• L•••• A•••••••• L••

CHICAGO, IL | Tampa, FL

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Search this name across graphsid dfx:ria:c17ab514-7abf-3b6f-56fb-d04b76824f00

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2022 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: G•••• L•••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Nov 6, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• L•••• A•••••••• L••	Other adviser	Jan 30, 2026	n/a	yes	Tampa, FL\|CHICAGO, IL	Current employment
G•••• L•••• A•••••••• L••	Other adviser	Sep 26, 2022	Dec 31, 2025	no	Tampa, FL\|CHICAGO, IL	Previous registration

Relationships

Registered with (1)

→ G•••• L•••• A•••••••• L••Registered adviserregistration: previous registration
Sep 26, 2022 to Dec 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c17ab514-7abf-3b6f-56fb-d04b76824f00
First observed: Sep 26, 2022
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.