G•••••• W•••••

Advisor at C•••••••• W•••••

HIGHLANDS RANCH, CO

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:11bb0ef7-235f-aac3-785b-f08aeb52cd81

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 23, 2014 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: C•••••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 30, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• W•••••	Independent wealth	Apr 13, 2025	n/a	yes	HIGHLANDS RANCH, CO	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Feb 15, 2024	Apr 11, 2025	no	Denver, CO\|Castle Rock, CO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	C•••••••• W•••••	Apr 11, 2025	Apr 13, 2025	2	Firm change	Wirehouse to new firm
C•••••••• G••••• M•••••• I•••	J••• M••••• S••••••••• L••	Aug 31, 2017	Feb 15, 2024

Relationships

Registered with (3)

→ C•••••••• W•••••Registered adviserregistration: current employment
Apr 13, 2025 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 15, 2024 to Apr 11, 2025factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Sep 23, 2014 to Aug 31, 2017factForm ADV

Dated events

Occurred
Apr 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:11bb0ef7-235f-aac3-785b-f08aeb52cd81
First observed: Sep 23, 2014
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.