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

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RIA / WealthAdvisor12 years in industry

J••• C••••• G•••••• Z•••••••

Advisor at B•••••••••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:ed9f544c-5380-9169-3a7e-3e7a39264c26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 13, 2025 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: B•••••••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••••	State registered	Nov 19, 2025	n/a	yes	SAN ANTONIO, TX	Current employment
I••••••••• I•••	Independent wealth	May 13, 2025	Aug 29, 2025	no	Fort Worth, TX\|NEW YORK, NY

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• I•••	B•••••••••	Aug 29, 2025	Nov 19, 2025	82	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ B•••••••••Registered adviserregistration: current employment
Nov 19, 2025 to presentfactForm ADV
→ I••••••••• I•••Registered adviserregistration: previous registration
May 13, 2025 to Aug 29, 2025factForm ADV

Dated events

Occurred
Aug 29, 2025
Advisor changed firm
J••• C••••• G•••••• Z••••••• left I••••••••• I••• for B365Invest (registered 2025-11-19)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed9f544c-5380-9169-3a7e-3e7a39264c26
First observed: May 13, 2025
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.