DFX Intelligence

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

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RIA / WealthAdvisorPersonal Financial Specialist15 years in industry

Q•••••• G•••••• S•••••

Advisor at G•••••••• C•••••• M••••••••• L••

LONE TREE, CO

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Search this name across graphsid dfx:ria:48b87584-2240-ae00-f994-f5f3caefbfb0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 1
Observed: Oct 25, 2019 to Sep 14, 2026

Across DFX

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

Private Equityidentity

Q•••••• G•••••• S•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: G•••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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
G•••••••• C•••••• M••••••••• L••	Independent wealth	Jan 10, 2024	n/a	yes	LONE TREE, CO	Current employment
E••••• W••••• A•••••••• L••	Independent wealth	Oct 25, 2019	Nov 13, 2023	no	WALNUT CREEK, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• W••••• A•••••••• L••	G•••••••• C•••••• M••••••••• L••	Nov 13, 2023	Jan 10, 2024	58	Firm change	RIA to RIA

Relationships

Registered with (2)

→ G•••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jan 10, 2024 to presentfactForm ADV
→ E••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 25, 2019 to Nov 13, 2023factForm ADV

Dated events

Occurred
Jan 29, 2026
Advisor owns new adviser
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:48b87584-2240-ae00-f994-f5f3caefbfb0
First observed: Oct 25, 2019
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.