DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)22 years in industry

J•••••• W•••• T••••••

Advisor at G•••••• W••••• P•••••••• L••

APPLETON, WI | Jacksonville, FL

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Search this name across graphsid dfx:ria:ffc4ec50-6caa-55ea-46af-bc7e1c88d313

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 18, 2005 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: G•••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 19, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• W••••• P•••••••• L••	I•••••••••_WEALTH	Jan 24, 2025	n/a	yes	APPLETON, WI\|Jacksonville, FL	Current employment
I••••••••• A•••••• A•••••••• L••	I•••••••••_WEALTH	Nov 12, 2018	Jan 27, 2025	no	Jacksonville, FL\|Jacksonville, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••••• A•••••• A•••••••• L••	G•••••• W••••• P•••••••• L••	Jan 27, 2025	Jan 24, 2025	-3	Firm change	RIA to RIA
I••••••••• F•••••••• P•••••••	I••••••••• A•••••• A•••••••• L••	Nov 13, 2018	Nov 12, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
125112:168267:FL:2018-11-13	Nov 13, 2018	Nov 12, 2018	JACKSONVILLE, FL	Firm change

Relationships

Registered with (5)

→ G•••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ I••••••••• A•••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 12, 2018 to Jan 27, 2025factForm ADV
→ I••••••••• F•••••••• P•••••••Registered adviserregistration: previous registration
Dec 15, 2016 to Nov 13, 2018factForm ADV
→ S•••••• W••••• M••••••••• G••••• L••

Dated events

Occurred
Jan 27, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ffc4ec50-6caa-55ea-46af-bc7e1c88d313
First observed: Apr 18, 2005
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.