DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant38 years in industry

G•••••• J••• G•••

Advisor at B••••••••• W••••• A•••••••• L••

••• Locked

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 12, 2010 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: B••••••••• W••••• A•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Apr 21, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• W••••• A•••••••• L••	No RAUM reported	Jan 15, 2020	n/a	yes	HUDSON, WI\|WHEATON, IL\|Woodbury, MN	Current employment
R•••• I••••••••• A••••••• L••	Bd affiliated wealth	Jun 5, 2017	Jan 3, 2020	no	Woodbury, MN\|KENTWOOD, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• I••••••••• A••••••• L••	B••••••••• W••••• A•••••••• L••	Jan 3, 2020	Jan 15, 2020	12	Firm change	Ibd to RIA
W••••• W•••• A•••••••• I••	R•••• I••••••••• A••••••• L••	Jun 30, 2017	Jun 5, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
125004:137658:MI:2020-01-03	Jan 3, 2020	Jan 15, 2020	KENTWOOD, MI	Firm change
150506:175009:MN:2015-03-20	Mar 20, 2015	Mar 18, 2015	WOODBURY, MN	Firm change

Relationships

Registered with (5)

→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jan 15, 2020 to presentfactForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 5, 2017 to Jan 3, 2020factForm ADV
→ W••••• W•••• A•••••••• I••Registered adviserregistration: previous registration
Jul 16, 2015 to Jun 30, 2017factForm ADV
→ S••••••••• S••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 12, 2010
Last observed: Sep 15, 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.