DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

W•••••• Z•• G••••••

Advisor at B•••••••• I••••••••• G••••

Henderson, NV | PHOENIX, AZ

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Search this name across graphsid dfx:ria:26bb90dc-5847-1277-d3c8-f02333252e07

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Oct 20, 2023 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•••••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• G••••	Independent wealth	Feb 26, 2026	n/a	yes	PHOENIX, AZ\|Henderson, NV	Current employment
B•••••••• I••••••••• G••••	Independent wealth	May 6, 2025	Dec 31, 2025	no	HENDERSON, NV\|PHOENIX, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• P•••••• W•••••	B•••••••• I••••••••• G••••	Mar 31, 2025	May 6, 2025	36	Bulk transfer	RIA to RIA

Relationships

Registered with (2)

→ B•••••••• I••••••••• G••••Registered adviserregistration: previous registration
May 6, 2025 to Dec 31, 2025factForm ADV
→ R•••••• P•••••• W•••••Registered adviserregistration: previous registration
Oct 20, 2023 to Mar 31, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:26bb90dc-5847-1277-d3c8-f02333252e07
First observed: Oct 20, 2023
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.