DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst20 years in industry

J•••••• S•••••• E••••

Advisor at G••• O•• C•••••• M••••••••• L••

ARLINGTON, VA

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Search this name across graphsid dfx:ria:dd001f76-27ce-16a5-adc2-f37ecb62b45b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 2, 2005 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••• O•• C•••••• M••••••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Dec 1, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••• O•• C•••••• M••••••••• L••	Former SEC adviser	May 29, 2009	n/a	yes	ARLINGTON, VA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 2, 2005	May 29, 2009	no	VIENNA, VA\|VIENNA, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	G••• O•• C•••••• M••••••••• L••	May 29, 2009	May 29, 2009	0	Firm change	Other

Relationships

Registered with (2)

→ G••• O•• C•••••• M••••••••• L••Registered adviserregistration: current employment
May 29, 2009 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Dec 2, 2005 to May 29, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd001f76-27ce-16a5-adc2-f37ecb62b45b
First observed: Dec 2, 2005
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.