DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)26 years in industry

C••••••••• J••• G•••••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

••• Locked

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Search this name across graphsid dfx:ria:f9275a55-b66d-cbf5-c143-fbbc95b25406

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 26, 2004 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 22, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Mar 20, 2025	n/a	yes	Boca Raton, FL\|Zelienople, PA\|Beaver, PA	Current employment
J••••• M••••••••• S•••• L••	Bd affiliated wealth	Aug 27, 2007	Mar 24, 2025	no	SALEM, OH\|BEAVER, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••••• M••••••••• S•••• L••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Mar 24, 2025	Mar 20, 2025	-4	Firm change	Ibd to ibd
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	J••••• M••••••••• S•••• L••	Dec 14, 2004	Aug 27, 2007

Team moves

••• Locked

Team	Left	Joined	From	Kind
463:149018:PA:2025-03-24	Mar 24, 2025	Mar 20, 2025	BEAVER, PA	Firm change

Relationships

Registered with (3)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Mar 20, 2025 to presentfactForm ADV
→ J••••• M••••••••• S•••• L••Registered adviserregistration: previous registration
Aug 27, 2007 to Mar 24, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 26, 2004 to Dec 14, 2004factForm ADV

Dated events

Occurred
Mar 24, 2025
Advisor changed firm
C••••••••• J••• G••••••• left J••••• M••••••••• S•••• L•• for R•••••• J•••• F•••••••• S••••••• A•••••••• I•• (registered 2025-03-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9275a55-b66d-cbf5-c143-fbbc95b25406
First observed: Jul 26, 2004
Last observed: Sep 15, 2026 7 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.