DFX Intelligence

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

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RIA / WealthAdvisor14 years in industry

J••••••• S•••• R••••••

Advisor at B••• F•••••••• G••••

SAN FRANCISCO, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 21, 2022 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••• F•••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• F•••••••• G••••	Independent wealth	Mar 28, 2025	n/a	yes	SAN FRANCISCO, CA	Current employment
C••••••	Independent wealth	Jan 20, 2023	Dec 31, 2024	no	MIAMI, FL\|MENLO PARK, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••	B••• F•••••••• G••••	Dec 31, 2024	Mar 28, 2025	87	Firm change	RIA to RIA
P•••••• P•••••••	C••••••	Mar 31, 2023	Jan 20, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
305407:319448:CA:2023-03-31	Mar 31, 2023	Jan 20, 2023	MENLO PARK, CA	Firm change after gap

Relationships

Registered with (3)

→ B••• F•••••••• G••••Registered adviserregistration: current employment
Mar 28, 2025 to presentfactForm ADV
→ C••••••Registered adviserregistration: previous registration
Jan 20, 2023 to Dec 31, 2024factForm ADV
→ P•••••• P•••••••Registered adviserregistration: previous registration
Oct 21, 2022 to Mar 31, 2023factForm ADV

Dated events

Order

Occurred
31 Dec 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
31 Mar 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 21, 2022
Last observed: Sep 14, 2026 9 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.