DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

C•••••• M• G••••• N•••

Advisor at G•• S••••••••

ORLANDO, FL

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Search this name across graphsid dfx:ria:1ef8c2db-0405-5091-bafb-4d7b1169f310

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 9, 2013 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•• S••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•• S••••••••	Independent wealth	Sep 12, 2024	n/a	yes	ORLANDO, FL	Current employment
G•• S••••••••	Former SEC adviser	Jan 5, 2024	Feb 15, 2025	no	ORLANDO, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• S••••••••	G•• S••••••••	Feb 15, 2025	Sep 12, 2024	-156	Channel change	RIA to RIA
M•• I•••••••• S•••••••• L••	G•• S••••••••	Jan 12, 2024	Jan 5, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
328988:331977:FL:2025-02-15	Feb 15, 2025	Sep 12, 2024	ORLANDO, FL	Firm change after gap
10409:328988:FL:2023-12-31	Jan 12, 2024	Jan 5, 2024	ORLANDO, FL	Firm change

Relationships

Registered with (4)

→ G•• S••••••••Registered adviserregistration: current employment
Sep 12, 2024 to presentfactForm ADV
→ G•• S••••••••Registered adviserregistration: previous registration
Jan 5, 2024 to Feb 15, 2025factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 22, 2020 to Jan 12, 2024factForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••

Dated events

Occurred
Jan 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ef8c2db-0405-5091-bafb-4d7b1169f310
First observed: Dec 9, 2013
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.