DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

N••••••• J••• G•••••••

Advisor at P••••••••• B•••••••• S•••••••• I•••

GREEN BAY, WI | New Albany, OH

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Search this name across graphsid dfx:ria:de355084-5af5-0da9-ffed-357637510eb5

Data as of Sep 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Oct 18, 2024 to Sep 22, 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••••••••• B•••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••••• B•••••••• S•••••••• I•••	Independent wealth	Sep 2, 2026	n/a	yes	GREEN BAY, WI\|New Albany , OH	Current employment
P••••••••• B•••••••• S•••••••• I•••	Independent wealth	Sep 2, 2026	n/a	yes	GREEN BAY, WI\|New Albany, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• E••••••••• L••	P••••••••• B•••••••• S•••••••• I•••	Sep 18, 2026	Sep 2, 2026	-16	Firm change	Ibd to RIA
P•••• S••••••••• L••	L•• E••••••••• L••	Nov 14, 2024	Nov 14, 2024

Relationships

Registered with (3)

→ P••••••••• B•••••••• S•••••••• I•••Registered adviserregistration: current employment
Sep 2, 2026 to presentfactForm ADV
→ L•• E••••••••• L••Registered adviserregistration: previous registration
Nov 14, 2024 to Sep 18, 2026factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Oct 18, 2024 to Nov 14, 2024factForm ADV

Dated events

Occurred
Sep 18, 2026
Advisor changed firm
••• Locked
Form ADVobserved 3 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de355084-5af5-0da9-ffed-357637510eb5
First observed: Oct 18, 2024
Last observed: Sep 22, 2026 33 h 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.