A•••• A••

Advisor at G••••••• C•••••• A•••••••• L••

BEVERLY HILLS, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10f60e2b-f403-d829-b9f0-d58871954ab6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 2
Observed: Jan 14, 2009 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

A•••• A••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

A•••• A••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: G••••••• C•••••• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jun 14, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• C•••••• A•••••••• L••	Mixed wealth	Sep 25, 2023	n/a	yes	BEVERLY HILLS, CA	Current employment
I••••••• A••••••• S•••••••• L••	Mixed wealth	Aug 22, 2022	Jan 2, 2023	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••••• A••••••• S•••••••• L••	G••••••• C•••••• A•••••••• L••	Jan 2, 2023	Sep 25, 2023	266	Firm change	RIA to RIA
G••••••• C•••••• A•••••••• L••	I••••••• A••••••• S•••••••• L••	Jul 6, 2022	Aug 22, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
313094:282589:CA:2022-07-06	Jul 6, 2022	Aug 22, 2022	BEVERLY HILLS, CA	Firm change
149777:282589:CA:2020-07-02	Jul 2, 2020	Jul 2, 2020	LOS ANGELES, CA	Firm change
79:149777:CA:2016-06-07	Jun 7, 2016	Jun 1, 2016	LOS ANGELES, CA	Firm change

Relationships

Registered with (5)

→ G••••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 6, 2021 to Jul 6, 2022factForm ADV
→ I••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 22, 2022 to Jan 2, 2023factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2016 to Jul 2, 2020factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Jan 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 6, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10f60e2b-f403-d829-b9f0-d58871954ab6
First observed: Jan 14, 2009
Last observed: Sep 14, 2026 9 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.