DFX Intelligence
RIA Intelligence
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Registered advisor
J•••• F•••••• G•••••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J•••• F G•••••••
At current firm
9 y
since Sep 21, 2017
In the industry
16 y
since Oct 16, 2009 (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
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- H•• I••••••••• A•••••••• L•• independent RIA currentsince Sep 21, 2017 · Glassboro, Nj
- H•• I••••••••• A•••••••• I••• independent RIAMar 11, 2015 to Dec 31, 2017 · Glassboro, Nj
- M•• I•••••••• S•••••••• L•• BD affiliatedMar 12, 2010 to Feb 6, 2014 · Turnersville, Nj
Moves
a registration end followed by a registration begin elsewhere
- H•• I••••••••• A•••••••• I••• to H•• I••••••••• A•••••••• L••left Dec 31, 2017, registered Sep 21, 2017 (-101 days) · channel change inside one enterprise, not a move
- M•• I•••••••• S•••••••• L•• to H•• I••••••••• A•••••••• I•••left Feb 6, 2014, registered Mar 11, 2015 (398 days) · Other
Signals
No dated event on this person.
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
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address