DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

E••••• J•••••• G•••••

Advisor at M••••• S••••••

Aventura, FL

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Search this name across graphsid dfx:ria:fb2a1741-65b9-5094-37a8-f057715cb05c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 9, 2003 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: M••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Oct 31, 1986earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Sep 6, 2019	n/a	yes	Aventura, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Jul 1, 2003	Sep 11, 2019	no	MIAMI, FL\|MIAMI, FL\|FORT LAUDERDALE, FL\|AVENTURA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	M••••• S••••••	Sep 11, 2019	Sep 6, 2019	-5	Firm change	Wirehouse to wirehouse
P••••••••• E••••• G••••• L••	W•••• F•••• A•••••••	Jul 1, 2003	Jul 1, 2003

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
Sep 6, 2019 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 1, 2003 to Sep 11, 2019factForm ADV
→ P••••••••• E••••• G••••• L••Registered adviserregistration: previous registration
Jun 9, 2003 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb2a1741-65b9-5094-37a8-f057715cb05c
First observed: Jun 9, 2003
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.