I•• J•••• G••••

Advisor at B•••••• F••••••••

I•••••••••, FL | Beaumont, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d93423f8-ced3-2a96-b0c9-aafb754404e9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 0
Observed: Oct 14, 2024 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: B•••••• F••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• F••••••••	Independent wealth	Jan 14, 2025	n/a	yes	I•••••••••, FL\|Beaumont, TX	Current employment
I••••••••• I••••••••• M••••••••• L••	n/a	Oct 14, 2024	Mar 31, 2025	no	I•••••••••, FL\|Beaumont, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• I••••••••• M••••••••• L••	B•••••• F••••••••	Mar 31, 2025	Jan 14, 2025	-76	Firm change after gap	Other

Relationships

Registered with (2)

→ B•••••• F••••••••Registered adviserregistration: current employment
Jan 14, 2025 to presentfactForm ADV
→ I••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 14, 2024 to Mar 31, 2025factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Mar 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d93423f8-ced3-2a96-b0c9-aafb754404e9
First observed: Oct 14, 2024
Last observed: Sep 14, 2026 9 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.