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

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

T••••• J•••• G•••••••••

Advisor at N•••• G••••

ROCHESTER, NY

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:e7b48f55-9b9f-2ac9-0d56-4920d6645a35

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 12, 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: N•••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 4, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••• W•••••• I•••	Bd affiliated wealth	Oct 11, 2024	n/a	yes	ROCHESTER, NY	Current employment
N•••• G••••	Independent wealth	Mar 3, 2022	n/a	yes	ROCHESTER, NY	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• P••••••••• A•••••••• I••	N•••• G••••	Oct 11, 2024	Mar 3, 2022	-953	Firm change after gap	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
112697:158964:NY:2024-10-11	Oct 11, 2024	Mar 3, 2022	HOLBROOK, NY	Firm change after gap

Relationships

Registered with (3)

→ O•••• W•••••• I•••Registered adviserregistration: current employment
Oct 11, 2024 to presentfactForm ADV
→ N•••• G••••Registered adviserregistration: current employment
Mar 3, 2022 to presentfactForm ADV
→ A••••••• P••••••••• A•••••••• I••Registered adviserregistration: previous registration
Jul 12, 2016 to Oct 11, 2024factForm ADV

Dated events

Occurred
Oct 11, 2024
Advisor changed firm
T••••• J•••• G••••••••• left A••••••• P••••••••• A•••••••• I•• for N•••• G•••• (registered 2022-03-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e7b48f55-9b9f-2ac9-0d56-4920d6645a35
First observed: Jul 12, 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.