DFX Intelligence

G•••••• R•••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

G•••••• R•••••• B••••

Advisor at C•••••••• C•••••• W••••• M••••••••• L••

Boulder, CO | TAMPA, FL

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Search this name across graphsid dfx:ria:006cb223-fba9-3bbc-0f34-9d23196774ba

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 12, 2017 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••••• C•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• C•••••• W••••• M••••••••• L••	Independent wealth	Jan 28, 2022	n/a	yes	Boulder, CO\|TAMPA, FL	Current employment
P••••••••• I••••••••• L••	Independent wealth	Jul 12, 2017	Jul 26, 2019	no	BOULDER, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• I••••••••• L••	C•••••••• C•••••• W••••• M••••••••• L••	Jul 26, 2019	Jan 28, 2022	917	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ C•••••••• C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 28, 2022 to presentfactForm ADV
→ P••••••••• I••••••••• L••Registered adviserregistration: previous registration
Jul 12, 2017 to Jul 26, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:006cb223-fba9-3bbc-0f34-9d23196774ba
First observed: Jul 12, 2017
Last observed: Sep 15, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.