DFX Intelligence
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Registered advisor
J•••••• C••••••• G••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as J••• G••••
At current firm
0 y
since Oct 24, 2025
In the industry
11 y
since Jan 1, 2015 (earliest exam, job or registration)
Prior registered firms
1
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
1
dated events on this person
Registration history
IAPD current and previous registrations
- F•••••• independent RIA currentsince Oct 24, 2025 · San Francisco, Ca
- W•••• F•••• A••••••• wirehouseApr 2, 2015 to Oct 22, 2025 · Roanoke, Va
Moves
a registration end followed by a registration begin elsewhere
- W•••• F•••• A••••••• to F••••••left Oct 22, 2025, registered Oct 24, 2025 (2 days) · Wirehouse to independent RIA
Signals
- ••• LockedOct 22, 2025 · Advisor changed firm · fact
Transition signals
No combined mobility score is published yet. The signals above are on record, each with its own history and base rate.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address