DFX Intelligence
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Registered advisor
J••••• T•••• G••
Certified Financial Planner
Feed of 09/14/2026
Also filed as J••••• T••••• G••
At current firm
1 y
since Feb 27, 2025
In the industry
14 y
since Jan 19, 2012 (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
- E••••• W••••• state registered currentsince Feb 27, 2025 · Torrance, Ca
- A••••••••• F•••••••• S•••••••• L•• national BDMay 9, 2013 to Sep 8, 2020 · Glendale, Ca
- W•••••• • R••• formerJan 20, 2012 to Mar 7, 2012 · Brea, Ca
Moves
a registration end followed by a registration begin elsewhere
- A••••••••• F•••••••• S•••••••• L•• to E••••• W•••••left Sep 8, 2020, registered Feb 27, 2025 (1633 days) · Affiliated broker-dealer or bank to a state-registered adviser
- W•••••• • R••• to A••••••••• F•••••••• S•••••••• L••left Mar 7, 2012, registered May 9, 2013 (428 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 14derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address