DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

J•••••• A•••• J•

Advisor at G••••••••• I•••••••••

NEW Y•••, NY

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Search this name across graphsid dfx:ria:c568b158-48cb-13c3-186d-5dea3946d1f7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 14, 2014 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: G••••••••• I•••••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jun 18, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••••• I•••••••••	Asset manager	Apr 8, 2026	n/a	yes	NEW Y•••, NY	Current employment
N•• Y••• L••• I••••••••• M••••••••• L••	Asset manager	Oct 25, 2017	Jul 28, 2025	no	NEW Y•••, NY\|Bronx, NY\|NEW Y•••, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•• Y••• L••• I••••••••• M••••••••• L••	G••••••••• I•••••••••	Jul 28, 2025	Apr 8, 2026	254	Firm change	Other
M••••• S••••••	N•• Y••• L••• I••••••••• M••••••••• L••	May 16, 2017	Oct 25, 2017

Relationships

Registered with (3)

→ G••••••••• I•••••••••Registered adviserregistration: current employment
Apr 8, 2026 to presentfactForm ADV
→ N•• Y••• L••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 25, 2017 to Jul 28, 2025factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Sep 14, 2015 to May 16, 2017factForm ADV

Dated events

Occurred
Jul 28, 2025
Advisor changed firm
J•••••• A•••• J• left N•• Y••• L••• I••••••••• M••••••••• L•• for G••••••••• I••••••••• (registered 2026-04-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c568b158-48cb-13c3-186d-5dea3946d1f7
First observed: Mar 14, 2014
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.