DFX Intelligence
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Registered advisor
J••••••• I••••• G••••
Certified Financial Planner
Feed of 09/22/2026
At current firm
0 y
since Sep 21, 2026
In the industry
34 y
since Aug 1, 1992 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- E••••••••• W••••• state registered currentsince Sep 21, 2026 · Fair Haven, Nj
- T•••• A•••••••• L•• formerMay 1, 2006 to Apr 12, 2012 · Woodbridge, Nj
- T••••••• F•••••••• S•••••••• L•• independent RIADec 2, 2003 to Jul 8, 2019 · Seminole, Fl
Moves
a registration end followed by a registration begin elsewhere
- T••••••• F•••••••• S•••••••• L•• to T•••• A•••••••• L••left Jul 8, 2019, registered May 1, 2006 (-4816 days) · Other
- T•••• A•••••••• L•• to E••••••••• W•••••left Apr 12, 2012, registered Sep 21, 2026 (5275 days) · Other
Signals
- ••• LockedSep 21, 2026 · Advisor registered · 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
- STATE REGISTEREDderived
- Years in industry
- 34derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address