J•••• G•••••

Advisor at R••• C•••••• A•••••••• L••

MIAMI BEACH, FL

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:e1c3b100-5c1c-d9d4-b3ef-f1a33c332815

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Sep 26, 2011 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: R••• C•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 19, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••• C•••••• A•••••••• L••	Independent wealth	Apr 4, 2022	n/a	yes	MIAMI BEACH, FL	Current employment
P••••••••• W••••• A•••••••	Independent wealth	Jun 26, 2018	Apr 12, 2022	no	FORT LAUDERDALE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• W••••• A•••••••	R••• C•••••• A•••••••• L••	Apr 12, 2022	Apr 4, 2022	-8	Firm change	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	P••••••••• W••••• A•••••••	Mar 18, 2022	Jun 26, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
250:149018:MO:2018-03-07	Mar 7, 2018	Mar 2, 2018	ST LOUIS, MO	Firm change

Relationships

Registered with (5)

→ R••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Apr 4, 2022 to presentfactForm ADV
→ P••••••••• W••••• A•••••••Registered adviserregistration: previous registration
Jun 26, 2018 to Apr 12, 2022factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Mar 2, 2018 to Mar 18, 2022factForm ADV
→ E••••• J••••

Dated events

Occurred
Apr 12, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 18, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e1c3b100-5c1c-d9d4-b3ef-f1a33c332815
First observed: Sep 26, 2011
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.