DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

G•••••••• G••••• D••

Advisor at D•• A•••••••

MENLO PARK, CA

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Search this name across graphsid dfx:ria:40f9beca-f0fb-6bbb-3b17-32d32db9cd83

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 8, 2019 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: D•• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•• A•••••••	Independent wealth	Jul 16, 2021	n/a	yes	MENLO PARK, CA	Current employment
D•• A•••••••	Independent wealth	Feb 8, 2019	Jan 1, 2021	no	MENLO PARK, CA	Previous registration

Relationships

Registered with (1)

→ D•• A•••••••Registered adviserregistration: previous registration
Feb 8, 2019 to Jan 1, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:40f9beca-f0fb-6bbb-3b17-32d32db9cd83
First observed: Feb 8, 2019
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.