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

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RIA / WealthAdvisordual registered (broker-dealer)16 years in industry

J••• G••••• F•••

Advisor at W•••• F•••• A•••••••

COLUMBIA, SC | EASLEY, SC

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Search this name across graphsid dfx:ria:e3185402-d125-74a3-9eb9-a53e48fba059

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Aug 10, 2021 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Feb 16, 2026	n/a	yes	EASLEY, SC\|COLUMBIA, SC	Current employment
T••••••• A•••••••	Independent wealth	Feb 14, 2025	Oct 21, 2025	no	GREENVILLE, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• A•••••••	W•••• F•••• A•••••••	Oct 21, 2025	Feb 16, 2026	118	Firm change	RIA to wirehouse
P••• A••••• S••••••••• L••	T••••••• A•••••••	Jan 15, 2025	Feb 4, 2025

Relationships

Registered with (4)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Feb 16, 2026 to presentfactForm ADV
→ T••••••• A•••••••Registered adviserregistration: previous registration
Feb 14, 2025 to Oct 21, 2025factForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Aug 30, 2023 to Jan 15, 2025factForm ADV
→ E•••••••• A•••••••• L••

Dated events

Occurred
Oct 21, 2025
Advisor changed firm
J••• G••••• F••• left T••••••• A••••••• for W•••• F•••• A••••••• (registered 2026-02-16)
Form ADVobserved 7 days ago
Occurred
Jan 15, 2025
Advisor changed firm
J••• G••••• F••• left P••• A••••• S••••••••• L•• for T••••••• A••••••• (registered 2025-02-04)
Form ADVobserved 7 days ago
Occurred
Apr 3, 2023
Advisor changed firm
J••• G••••• F••• left E•••••••• A•••••••• L•• for P••• A••••• S••••••••• L•• (registered 2023-08-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3185402-d125-74a3-9eb9-a53e48fba059
First observed: Aug 10, 2021
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.