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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

P•••••• J••••• F•••••••

T•• J••••• G•••• C•••••• M•••••••••independent RIAColumbus, OhIA-onlyIAPD 5923618

Certified Financial Planner

Feed of 09/14/2026

Also filed as P•••••• J F•••••••

At current firm

2 y

since Jul 31, 2024

In the industry

14 y

since Oct 14, 2011 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

T•• J••••• G•••• C•••••• M••••••••• independent RIA current
since Jul 31, 2024 · Columbus, Oh
F•••• independent RIA
Nov 5, 2021 to Jul 29, 2024 · West Palm Beach, Fl
H••••••• C•••••• independent RIA
Jul 8, 2015 to Oct 18, 2021 · Columbus, Oh
T•••••• W••••• A••••••• state registered
Jul 15, 2013 to Mar 21, 2024 · Columbus, Oh

Moves

a registration end followed by a registration begin elsewhere

F•••• to T•• J••••• G•••• C•••••• M•••••••••
left Jul 29, 2024, registered Jul 31, 2024 (2 days) · RIA to RIA
T•••••• W••••• A••••••• to H••••••• C••••••
left Mar 21, 2024, registered Jul 8, 2015 (-3179 days) · Other
H••••••• C•••••• to F••••
left Oct 18, 2021, registered Nov 5, 2021 (18 days) · RIA to RIA

Signals

P•••••• J••••• F••••••• left Facet for T•• J••••• G•••• C•••••• M••••••••• (registered 2024-07-31)
Jul 29, 2024 · Advisor changed firm · fact
P•••••• J••••• F••••••• left T•••••• W••••• A••••••• for H••••••• C•••••• (registered 2015-07-08)
Mar 21, 2024 · 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: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address