DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

J•••• E••••• G•••••••

Advisor at P•• W••••• M•••••••••

••• Locked

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Search this name across graphsid dfx:ria:cd13781d-96b9-5d13-493b-4d442bad5b8e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 2, 2004 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: P•• W••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Dec 6, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P•• W••••• M•••••••••	Bd affiliated wealth	Aug 25, 2023	n/a	yes	Roswell, GA\|MABLETON, GA\|Woodstock, GA	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 15, 2014	Aug 11, 2022	no	JUPITER, FL\|BOCA RATON, FL\|WEST PALM BEACH, FL\|JUPITER, FL\|JUPITER, FL\|BOCA RATON, FL\|TEQUESTA, FL\|PALM BEACH, FL\|JUPITER, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	P•• W••••• M•••••••••	Aug 11, 2022	Aug 25, 2023	379	Firm change	Wirehouse to ibd
P•• W••••• M•••••••••	W•••• F•••• A•••••••	Jan 13, 2014	Jan 15, 2014

Relationships

Registered with (5)

→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Nov 13, 2009 to Jan 13, 2014factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 15, 2014 to Aug 11, 2022factForm ADV
→ N•••••• I••••••••• I•••Registered adviserregistration: previous registration
Jul 24, 2007 to Nov 13, 2009factForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration

Dated events

Occurred
Aug 11, 2022
Advisor changed firm
J•••• E••••• G••••••• left W•••• F•••• A••••••• for P•• W••••• M••••••••• (registered 2023-08-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cd13781d-96b9-5d13-493b-4d442bad5b8e
First observed: Nov 2, 2004
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.