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

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RIA / WealthAdvisor13 years in industry

G••••••• F••••

Advisor at B••••• I•••••••••

TOWSON, MD

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Search this name across graphsid dfx:ria:0ad48715-ce84-8d4d-9094-cb05603c7c50

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 12, 2013 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: B••••• I•••••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 8, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
B••••• I•••••••••	Institutional manager	Dec 4, 2025	n/a	yes	TOWSON, MD	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	May 31, 2016	Jul 26, 2016	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
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	B••••• I•••••••••	Jul 26, 2016	Dec 4, 2025	3,418	Firm change after gap	Other
T• R••• P•••• A••••••• S•••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jul 12, 2013

Relationships

Registered with (3)

→ B••••• I•••••••••Registered adviserregistration: current employment
Dec 4, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 31, 2016 to Jul 26, 2016factForm ADV
→ T• R••• P•••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Mar 12, 2013 to Jul 12, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ad48715-ce84-8d4d-9094-cb05603c7c50
First observed: Mar 12, 2013
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.