DFX Intelligence

G••••••• F•••••••• V•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

G••••••• F•••••••• V•••••••

Advisor at O•••••••• W••••• M•••••••••

GRANITE BAY, CA

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Search this name across graphsid dfx:ria:07719391-060d-0371-bf38-18d930ad1a8b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Sep 29, 2008 to Sep 14, 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: O•••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 12, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••• W••••• M•••••••••	Independent wealth	Jan 1, 2025	n/a	yes	GRANITE BAY, CA	Current employment
F••••••	Independent wealth	May 22, 2025	Jan 7, 2026	no	GRANITE BAY, CA\|SAN FRANCISCO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••	n/a	Jan 7, 2026	n/a	n/a	Departure no registered destination	Departure
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	O•••••••• W••••• M•••••••••	Jan 24, 2024	Jan 1, 2025	343

Relationships

Registered with (8)

→ O•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ F••••••Registered adviserregistration: previous registration
May 22, 2025 to Jan 7, 2026factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jun 20, 2018 to Jan 24, 2024factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Jan 7, 2026
Advisor departed, no destination yet
G••••••• F•••••••• V••••••• no longer registered at Farther; no later IA registration on IAPD
Form ADVobserved 7 days ago
Occurred
Jan 24, 2024
Advisor changed firm
G••••••• F•••••••• V••••••• left R•••••• J•••• F•••••••• S••••••• A•••••••• I•• for O•••••••• W••••• M••••••••• (registered 2025-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:07719391-060d-0371-bf38-18d930ad1a8b
First observed: Sep 29, 2008
Last observed: Sep 14, 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.