DFX Intelligence

C••• W•••••• D••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

C••• W•••••• D••••••••

Advisor at C••• W••••• M•••••••••

LAKESIDE, CA

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Search this name across graphsid dfx:ria:18825439-43c8-cda1-b1ff-f753ec51b620

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 6, 2017 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••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••• W••••• M•••••••••	Independent wealth	Jan 4, 2019	n/a	yes	LAKESIDE, CA	Current employment
C•••••• F•••••••• C••••••••• G••••• I•••	Former SEC adviser	Nov 6, 2017	Feb 28, 2020	no	San Diego, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• C••••••••• G••••• I•••	C••• W••••• M•••••••••	Feb 28, 2020	Jan 4, 2019	-420	Firm change after gap	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
133657:299089:CA:2020-02-28	Feb 28, 2020	Jan 4, 2019	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (2)

→ C••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 4, 2019 to presentfactForm ADV
→ C•••••• F•••••••• C••••••••• G••••• I•••Registered adviserregistration: previous registration
Nov 6, 2017 to Feb 28, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:18825439-43c8-cda1-b1ff-f753ec51b620
First observed: Nov 6, 2017
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.