DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

G••• P••••••••• G••••

Advisor at G• P• G•••• • C••• I•••

PALO ALTO, CA

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Search this name across graphsid dfx:ria:22c798c6-62ca-47e6-87eb-0f08accac551

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 21, 2022 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• P• G•••• • C••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G• P• G•••• • C••• I•••	State registered	Dec 4, 2025	n/a	yes	PALO ALTO, CA	Current employment
G• P• G•••• • C••• I•••	State registered	Jan 21, 2022	Nov 20, 2025	no	PALO ALTO, CA\|PALO ALTO, CA\|PALO ALTO, CA

Relationships

Registered with (1)

→ G• P• G•••• • C••• I•••Registered adviserregistration: previous registration
Jan 21, 2022 to Nov 20, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22c798c6-62ca-47e6-87eb-0f08accac551
First observed: Jan 21, 2022
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.