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••••• A• G••••••••

A••••• I••••••••• A••••••• L••independent RIAFlorence, Al dual registrantIAPD 4676228

Feed of 09/14/2026

Also filed as J••••• A• G••••••••

At current firm

0 y

since Feb 12, 2026

In the industry

23 y

since Aug 22, 2003 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

A••••• I••••••••• A••••••• L•• independent RIA current
since Feb 12, 2026 · Florence, Al
S••••• A••••••• I••• BD affiliated
Jun 30, 2016 to Feb 13, 2026 · Florence, Al
S••••• A••• A•••• M••••••••• I••• former
May 21, 2014 to Jun 30, 2016 · Florence, Al
W•••• F•••• A••••••• wirehouse
Jan 1, 2008 to May 22, 2014 · Florence, Al
A• G• E•••••• • S•••• I••• unclassified
Aug 25, 2003 to Jan 1, 2008 · Florence, Al

Moves

a registration end followed by a registration begin elsewhere

S••••• A••••••• I••• to A••••• I••••••••• A••••••• L••
left Feb 13, 2026, registered Feb 12, 2026 (-1 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
S••••• A••• A•••• M••••••••• I••• to S••••• A••••••• I•••
left Jun 30, 2016, registered Jun 30, 2016 (0 days) · corporate re-registration, not a move
W•••• F•••• A••••••• to S••••• A••• A•••• M••••••••• I•••
left May 22, 2014, registered May 21, 2014 (-1 days) · Other
A• G• E•••••• • S•••• I••• to W•••• F•••• A•••••••
left Jan 1, 2008, registered Jan 1, 2008 (0 days) · corporate re-registration, not a move

Signals

J••••• A• G•••••••• left S••••• A••••••• I••• for A••••• I••••••••• A••••••• L•• (registered 2026-02-12)
Feb 13, 2026 · 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: 23derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address