DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

J••••• M••••• G•••••

H•••• P••••••independent RIAOrlando, FlIA-onlyIAPD 4054687

Chartered Financial Analyst

Feed of 09/14/2026

Also filed as J••••• M••••• G•••••

At current firm

2 y

since Feb 4, 2024

In the industry

26 y

since Jun 16, 2000 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

H•••• P•••••• independent RIA current
since Feb 4, 2024 · Orlando, Fl
A••••• A••••••• independent RIA
Apr 8, 2022 to Jul 3, 2024 · Winter Park, Fl
D••••••• S••••••••• L•• independent RIA
Jan 30, 2020 to Apr 7, 2022 · Orlando, Fl
C•••••• S••••• • C••• I••• national BD
Jun 16, 2000 to Jul 27, 2004 · Fl

Moves

a registration end followed by a registration begin elsewhere

A••••• A••••••• to H•••• P••••••
left Jul 3, 2024, registered Feb 4, 2024 (-150 days) · RIA to a newly registered adviser · moved with a team
D••••••• S••••••••• L•• to A••••• A•••••••
left Apr 7, 2022, registered Apr 8, 2022 (1 days) · RIA to RIA
C•••••• S••••• • C••• I••• to D••••••• S••••••••• L••
left Jul 27, 2004, registered Jan 30, 2020 (5665 days) · Affiliated broker-dealer or bank to independent RIA

Signals

J••••• M••••• G••••• left A••••• A••••••• for H•••• P•••••• (registered 2024-02-04)
Jul 3, 2024 · Advisor changed firm · fact
J••••• M••••• G••••• left D••••••• S••••••••• L•• for A••••• A••••••• (registered 2022-04-08)
Apr 7, 2022 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 26derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address