DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

D•••• E••• G•••••••••

Advisor at W••••••• J•••• W••••• M••••••••• L••

NEW YORK, NY

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Search this name across graphsid dfx:ria:d8eb2409-3754-9eb9-a55c-598712d06817

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2017 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: W••••••• J•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• J•••• W••••• M••••••••• L••	Independent wealth	Jun 27, 2022	n/a	yes	NEW YORK, NY	Current employment
C•••••••	Institutional manager	Oct 31, 2018	May 24, 2022	no	Lake Success, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••	W••••••• J•••• W••••• M••••••••• L••	May 24, 2022	Jun 27, 2022	34	Firm change	Other
E•••••••• A•••••••• L••	C•••••••	Sep 12, 2017	Oct 31, 2018

Relationships

Registered with (3)

→ W••••••• J•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jun 27, 2022 to presentfactForm ADV
→ C•••••••Registered adviserregistration: previous registration
Oct 31, 2018 to May 24, 2022factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 6, 2017 to Sep 12, 2017factForm ADV

Dated events

Occurred
May 24, 2022
Advisor changed firm
D•••• E••• G••••••••• left Captrust for W••••••• J•••• W••••• M••••••••• L•• (registered 2022-06-27)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d8eb2409-3754-9eb9-a55c-598712d06817
First observed: Jun 6, 2017
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.