DFX Intelligence

D••••• A••••••• C••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist43 years in industry

D••••• A••••••• C••••

Advisor at C• • G• F••••••••• L••

TINTON FALLS, NJ

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Search this name across graphsid dfx:ria:35c593a1-1c53-821b-c472-428087cbeb7e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 17, 2014 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: C• • G• F••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 1982earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C• • G• F••••••••• L••	State registered	Feb 16, 2007	n/a	yes	TINTON FALLS, NJ	Current employment
S••••• W••••• M••••••••• L••	Independent wealth	Sep 17, 2014	Oct 13, 2016	no	TOMS RIVER, NJ\|RED BANK, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• W••••• M••••••••• L••	n/a	Oct 13, 2016	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ C• • G• F••••••••• L••Registered adviserregistration: current employment
Feb 16, 2007 to presentfactForm ADV
→ S••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 17, 2014 to Oct 13, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35c593a1-1c53-821b-c472-428087cbeb7e
First observed: Sep 17, 2014
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.