DFX Intelligence
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Registered advisor
J•••• G••••• M•••••••
Personal Financial Specialist
Feed of 09/14/2026
Also filed as J•••• G• M•••••••
At current firm
3 y
since Oct 21, 2022
In the industry
48 y
since Jun 1, 1978 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
3
current, as an IAR
Firms today
1
current registrations
Exams
S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- R••••• W• B•••• • C•• I••••••••• mixed wealth currentsince Oct 21, 2022 · Pittsburgh, Pa
- H••••••••• I••• formerJun 14, 2001 to Oct 21, 2022 · Pittsburgh, Pa
Moves
a registration end followed by a registration begin elsewhere
- H••••••••• I••• to R••••• W• B•••• • C•• I•••••••••left Oct 21, 2022, registered Oct 21, 2022 (0 days) · corporate re-registration, not a move
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
- Wealth manager with institutional or fund businessderived
- Years in industry
- 48derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address