DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner32 years in industry

M•••••• S••••• G••••••••

Advisor at G•••••••• F•••••••• G••••

BOYNTON BEACH, FL

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Search this name across graphsid dfx:ria:1e967077-1b0a-a4fd-3b9c-b08c0e622278

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Aug 7, 2006 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••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 24, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• F•••••••• G••••	State registered	Oct 6, 2015	n/a	yes	BOYNTON BEACH, FL	Current employment
M••••••••• I••••••••• S•••••••• I•••	Former SEC adviser	May 21, 2012	Oct 6, 2015	no	NEOSHO, MO\|DELARY BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••••• I••••••••• S•••••••• I•••	G•••••••• F•••••••• G••••	Oct 6, 2015	Oct 6, 2015	0	Firm change	Other
C• W••••• M••••••••• L••	M••••••••• I••••••••• S•••••••• I•••	Apr 25, 2012	May 21, 2012

Relationships

Registered with (7)

→ G•••••••• F•••••••• G••••Registered adviserregistration: current employment
Oct 6, 2015 to presentfactForm ADV
→ M••••••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 21, 2012 to Oct 6, 2015factForm ADV
→ C• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 26, 2011 to Apr 25, 2012factForm ADV
→ W•••••• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e967077-1b0a-a4fd-3b9c-b08c0e622278
First observed: Aug 7, 2006
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.