DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

G•••••• S•••••••••

Advisor at B••• G••••• • C••••••• I•••

ORANGE, CA | Stevensville, MD

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Search this name across graphsid dfx:ria:1bda59ad-d829-44e3-7a97-6e1c88d61b67

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2000 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: B••• G••••• • C••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• G••••• • C••••••• I•••	Independent wealth	Oct 28, 2025	n/a	yes	ORANGE, CA\|Stevensville, MD	Current employment
A•••••••• W••••• M••••••••• L••	n/a	Jun 29, 2015	Dec 15, 2025	no	STEVENSVILLE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• W••••• M••••••••• L••	B••• G••••• • C••••••• I•••	Dec 15, 2025	Oct 28, 2025	-48	Firm change after gap	Other
R•• C•••••• M••••••• L••	A•••••••• W••••• M••••••••• L••	Jun 10, 2011	Jun 6, 2011

Relationships

Registered with (5)

→ B••• G••••• • C••••••• I•••Registered adviserregistration: current employment
Oct 28, 2025 to presentfactForm ADV
→ A•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jun 29, 2015 to Dec 15, 2025factForm ADV
→ R•• C•••••• M••••••• L••Registered adviserregistration: previous registration
Jan 6, 2010 to Jun 10, 2011factForm ADV
→ W•••• F•••• A•••••••Registered adviser

Dated events

Occurred
Dec 15, 2025
Advisor changed firm
G•••••• S••••••••• left A•••••••• W••••• M••••••••• L•• for B••• G••••• • C••••••• I••• (registered 2025-10-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1bda59ad-d829-44e3-7a97-6e1c88d61b67
First observed: Apr 5, 2000
Last observed: Sep 15, 2026 7 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.