DFX Intelligence
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Registered advisor
J••• M•••••• G••••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••• G••••••••
At current firm
21 y
since Sep 15, 2005
In the industry
30 y
since Mar 1, 1996 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- W••••• M••••••••• S••••••• O• A•••••• L•• state registered currentsince Sep 15, 2005 · A•••••, Tx
- A•••••• A••••••• S••••••• formerMar 26, 2001 to Oct 12, 2005 · A•••••, Tx
Moves
a registration end followed by a registration begin elsewhere
- A•••••• A••••••• S••••••• to W••••• M••••••••• S••••••• O• A•••••• L••left Oct 12, 2005, registered Sep 15, 2005 (-27 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 30derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address