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

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

J••• D•••• G•••••••

Advisor at H••• S••••••••• •••• I•••

Miami, FL | Doral, FL | NEW YORK, NY

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Search this name across graphsid dfx:ria:e01391e3-58fc-6be6-53bb-2260b7411506

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2016 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: H••• S••••••••• •••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H••• S••••••••• •••• I•••	Bd affiliated wealth	May 24, 2025	n/a	yes	Miami, FL\|Doral, FL\|NEW YORK, NY	Current employment
M••••• S••••••	Wirehouse	Jan 2, 2020	Mar 1, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	H••• S••••••••• •••• I•••	Mar 1, 2024	May 24, 2025	449	Firm change after gap	Wirehouse to ibd
J••• M••••• S••••••••• L••	M••••• S••••••	Dec 4, 2019

Relationships

Registered with (4)

→ H••• S••••••••• •••• I•••Registered adviserregistration: current employment
May 24, 2025 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jan 2, 2020 to Mar 1, 2024factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Mar 20, 2019 to Dec 4, 2019factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Mar 1, 2024
Advisor changed firm
J••• D•••• G••••••• left M••••• S•••••• for H••• S••••••••• •••• I••• (registered 2025-05-24)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e01391e3-58fc-6be6-53bb-2260b7411506
First observed: Mar 28, 2016
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.