DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

B•••• G•••• C••••••

Advisor at A••••••• C•••••• M••••••••• L••

Pittsford, NY | RIDGEWOOD, NJ

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Search this name across graphsid dfx:ria:3c50c57a-4004-7768-ebbe-5b91a864c6ad

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 12, 2016 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: A••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 12, 2010earliest 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• C•••••• M••••••••• L••	Independent wealth	Apr 8, 2024	n/a	yes	RIDGEWOOD, NJ\|Pittsford, NY	Current employment
G••••• • C••••••	Independent wealth	Apr 12, 2016	Mar 13, 2024	no	WESTBOROUGH, MA\|Pittsford, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• • C••••••	A••••••• C•••••• M••••••••• L••	Mar 13, 2024	Apr 8, 2024	26	Firm change	RIA to RIA

Relationships

Registered with (2)

→ A••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 8, 2024 to presentfactForm ADV
→ G••••• • C••••••Registered adviserregistration: previous registration
Apr 12, 2016 to Mar 13, 2024factForm ADV

Dated events

Occurred
Mar 13, 2024
Advisor changed firm
B•••• G•••• C•••••• left G••••• • C•••••• for A••••••• C•••••• M••••••••• L•• (registered 2024-04-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3c50c57a-4004-7768-ebbe-5b91a864c6ad
First observed: Apr 12, 2016
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.