G•••• K•••••••

Advisor at G••••• W••••• M••••••••• I••••••••• A•••••••• I•••

FORT LAUDERDALE, FL

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:1b8a9600-2f37-5253-3d21-85a9419e1ead

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 6, 2007 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: G••••• W••••• M••••••••• I••••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 14, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• W••••• M••••••••• I••••••••• A•••••••• I•••	Independent wealth	Aug 17, 2022	n/a	yes	FORT LAUDERDALE, FL	Current employment
M••••• S••••••	Wirehouse	Jun 1, 2009	Jun 7, 2021	no	Boca Raton, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	G••••• W••••• M••••••••• I••••••••• A•••••••• I•••	Jun 7, 2021	Aug 17, 2022	436	Firm change after gap	Wirehouse to RIA
C•••••••• G••••• M•••••• I•••	M••••• S••••••	Jun 1, 2009	Jun 1, 2009

Relationships

Registered with (3)

→ G••••• W••••• M••••••••• I••••••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 17, 2022 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Jun 7, 2021factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Feb 6, 2007 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b8a9600-2f37-5253-3d21-85a9419e1ead
First observed: Feb 6, 2007
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.