DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

G••••••• B••••• U•••••

Advisor at G••••••• A•••• M••••••••• I•••

TAMPA, FL

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Search this name across graphsid dfx:ria:2cab6599-f72b-8c82-8d09-6a9833ab2f28

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 6, 2002 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••••••• A•••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 20, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom 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••••••• A•••• M••••••••• I•••	State registered	Oct 29, 2025	n/a	yes	TAMPA, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Mar 6, 2002	Jan 21, 2003	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	G••••••• A•••• M••••••••• I•••	Jan 21, 2003	Oct 29, 2025	8,317	Firm change after gap	Wirehouse to state RIA

Relationships

Registered with (2)

→ G••••••• A•••• M••••••••• I•••Registered adviserregistration: current employment
Oct 29, 2025 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Mar 6, 2002 to Jan 21, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2cab6599-f72b-8c82-8d09-6a9833ab2f28
First observed: Mar 6, 2002
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.