DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)55 years in industry

W•••• E••••• G••••••

Advisor at W•••• G•••••• • C••••••

DAVIS, CA | Davis, CA

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Search this name across graphsid dfx:ria:1314d42c-b053-dc20-2526-6662e8aba146

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 1, 1971 to Sep 15, 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: W•••• G•••••• • C••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 1971earliest registration or exam on IAPD
Years in industry: 55derivedfrom the industry start date
Years at current firm: 26derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• G•••••• • C••••••	State registered	Sep 12, 2016	n/a	yes	DAVIS, CA	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	May 8, 2000	n/a	yes	Davis, CA	Current employment

Relationships

Registered with (2)

→ W•••• G•••••• • C••••••Registered adviserregistration: current employment
Sep 12, 2016 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: current employment
May 8, 2000 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1314d42c-b053-dc20-2526-6662e8aba146
First observed: Feb 1, 1971
Last observed: Sep 15, 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.