DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

B•••• J•••••• G•••••••

Advisor at G•••• A••••••• A•••••••• I•••

CINCINNATI, OH | Roswell, GA

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Search this name across graphsid dfx:ria:dd8175fc-1208-c6eb-1a70-21b04ca8c52c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 23, 2007 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: G•••• A••••••• A•••••••• I•••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Jan 24, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• A••••••• A•••••••• I•••	Former SEC adviser	Aug 4, 2015	n/a	yes	CINCINNATI, OH\|CINCINNATI, OH\|Roswell, GA	Current employment
W•••• F•••• A•••••••	Wirehouse	Dec 10, 2012	Jul 17, 2015	no	CHARLOTTE, NC\|MIAMI, FL\|HOLLYWOOD, FL\|FORT LAUDERDALE, FL\|CHARLOTTE, NC\|ST. LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	G•••• A••••••• A•••••••• I•••	Jul 17, 2015	Aug 4, 2015	18	Firm change	Other
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	Oct 26, 2012	Dec 10, 2012

Relationships

Registered with (3)

→ G•••• A••••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 4, 2015 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 10, 2012 to Jul 17, 2015factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Feb 13, 2009 to Oct 26, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dd8175fc-1208-c6eb-1a70-21b04ca8c52c
First observed: Feb 23, 2007
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.