DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

J••••• V•••••••••

Advisor at B••• G••••• W••••• A•••••••• I•••

Houston, TX | MIAMI, FL

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Search this name across graphsid dfx:ria:e9e3880e-79e4-ffbc-7f85-511b462bdf76

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Jun 1, 2023 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: B••• G••••• W••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2010earliest 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• G••••• W••••• A•••••••• I•••	Independent wealth	Apr 21, 2026	n/a	yes	Houston, TX\|MIAMI, FL	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Sep 10, 2024	Apr 20, 2026	no	HOUSTON, TX\|CORAL GABLES, FL\|HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	B••• G••••• W••••• A•••••••• I•••	Apr 20, 2026	Apr 21, 2026	1	Firm change	Wirehouse to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	U•• F•••••••• S••••••• I•••	Sep 13, 2024	Sep 10, 2024

Relationships

Registered with (4)

→ B••• G••••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 21, 2026 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Sep 10, 2024 to Apr 20, 2026factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 29, 2023 to Sep 13, 2024factForm ADV
→ J• G••••• C••••••• I•••

Dated events

Occurred
Apr 20, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Sep 13, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 16, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e9e3880e-79e4-ffbc-7f85-511b462bdf76
First observed: Jun 1, 2023
Last observed: Sep 15, 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.