J•• G•

Advisor at C••••••

HOUSTON, TX

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:e77a079f-0e92-b3ad-9981-a3a326b74d87

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 7, 2014 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: C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••	Independent wealth	Jan 31, 2023	n/a	yes	HOUSTON, TX	Current employment
S••••• • C•••• P•••••• W•••••• L••	Former SEC adviser	Mar 4, 2021	Mar 31, 2023	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• • C•••• P•••••• W•••••• L••	C••••••	Mar 31, 2023	Jan 31, 2023	-59	Firm change after gap	RIA to RIA
S•• P•••••• W••••• H•••••••• L••	S••••• • C•••• P•••••• W•••••• L••	Mar 15, 2021	Mar 4, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
312366:319448:TX:2023-03-31	Mar 31, 2023	Jan 31, 2023	HOUSTON, TX	Firm change after gap
151299:312366:TX:2021-03-15	Mar 15, 2021	Mar 4, 2021	HOUSTON, TX	Firm change

Relationships

Registered with (3)

→ C••••••Registered adviserregistration: current employment
Jan 31, 2023 to presentfactForm ADV
→ S••••• • C•••• P•••••• W•••••• L••Registered adviserregistration: previous registration
Mar 4, 2021 to Mar 31, 2023factForm ADV
→ S•• P•••••• W••••• H•••••••• L••Registered adviserregistration: previous registration
Jul 7, 2014 to Mar 15, 2021factForm ADV

Dated events

Occurred
Mar 31, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e77a079f-0e92-b3ad-9981-a3a326b74d87
First observed: Jul 7, 2014
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.