DFX Intelligence

M••••••• R••••••••• A•• W•••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

M••••••• R••••••••• A•• W•••••• L••

CRD 287730

VIRGINIA BEACH, VA

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Search this name across graphsid dfx:ria:412ec8c3-a7a6-75a9-f112-35277c0729a5

Data as of Mar 26, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Mar 26, 2026 to Mar 26, 2026
1 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M••••••• I••••••••• L••

Intermediary · key crd, shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $34.4M••• Locked
Discretionary RAUM: $3.5M
Private client RAUM: $34.4Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
A••••• J• G••••••	Chartered Financial Analyst	VIRGINIA BEACH, VA	9	14	n/a	no
C•••••• F•••••••• C•••••	Certified Financial Planner	VIRGINIA BEACH, VA	9	22

Relationships

Registered with (2)

← A••••• J• G••••••Advisorregistration: current employment
Mar 28, 2017 to presentfactForm ADV
← C•••••• F•••••••• C•••••Advisorregistration: current employment
Mar 28, 2017 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:412ec8c3-a7a6-75a9-f112-35277c0729a5
First observed: Mar 26, 2026
Last observed: Mar 26, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.