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G••• A••••• T•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor28 years in industry

G••• A••••• T•••

Advisor at 5• T•••••• A•••••••• I••

CAMERON PARK, CA

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Search this name across graphsid dfx:ria:08772e25-735f-1044-e4b5-9bf27166bc7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 5, 2007 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: 5• T•••••• A•••••••• I••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 27, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
5• T•••••• A•••••••• I••	State registered	Oct 30, 2024	n/a	yes	CAMERON PARK, CA	Current employment
S•• I••••••••• A•••••••• I•••	Former SEC adviser	Jun 4, 2012	Oct 29, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S•• I••••••••• A•••••••• I•••	5• T•••••• A•••••••• I••	Oct 29, 2024	Oct 30, 2024	1	Firm change	Ibd to state RIA
S••••••••• A•••••• A•••••••• I•••	S•• I••••••••• A•••••••• I•••	Jul 10, 2012

Relationships

Registered with (4)

→ 5• T•••••• A•••••••• I••Registered adviserregistration: current employment
Oct 30, 2024 to presentfactForm ADV
→ S•• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jun 4, 2012 to Oct 29, 2024factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 23, 2009 to Jul 10, 2012factForm ADV
→ B••••• • Y•••• A•••••••• I•••

Dated events

Occurred
Oct 29, 2024
Advisor changed firm
G••• A••••• T••• left S•• I••••••••• A•••••••• I••• for 5• T•••••• A•••••••• I•• (registered 2024-10-30)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:08772e25-735f-1044-e4b5-9bf27166bc7d
First observed: Jul 5, 2007
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.