DFX Intelligence

D••••• M• G•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

D••••• M• G•••••

Advisor at G••••• F•••••••• G••••• L••

DAYTON, OH

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Search this name across graphsid dfx:ria:1bab3610-5cf3-655f-0b1e-f5be2d07d383

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 23, 2012 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••••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• F•••••••• G••••• L••	Independent wealth	Feb 2, 2026	n/a	yes	DAYTON, OH	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Jan 26, 2018	Feb 6, 2026	no	Dayton, OH\|Troy, OH\|Centerville, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	G••••• F•••••••• G••••• L••	Feb 6, 2026	Feb 2, 2026	-4	Firm change	Ibd to new firm
T•••••• E••••••••• • P••••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jun 11, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:339836:OH:2026-02-06	Feb 6, 2026	Feb 2, 2026	CENTERVILLE, OH	Firm change

Relationships

Registered with (4)

→ G••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Feb 2, 2026 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 26, 2018 to Feb 6, 2026factForm ADV
→ T•••••• E••••••••• • P••••••••• I•••Registered adviserregistration: previous registration
Apr 25, 2012 to Jun 11, 2018factForm ADV
→ S•••••••• G••••• A•••• M•••••••••

Dated events

Occurred
Feb 6, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1bab3610-5cf3-655f-0b1e-f5be2d07d383
First observed: Jan 23, 2012
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.