DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor15 years in industry

G•••••••• B•••••• S•••••••

Advisor at E•••••••• M••• A•••• M••••••••• L••

Green Bay, WI | DANVILLE, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:4bbda76a-fa47-2d11-d457-e258f566d920

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2025 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: E•••••••• M••• A•••• 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: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• M••• A•••• M••••••••• L••	Independent wealth	Jan 13, 2026	n/a	yes	Green Bay, WI\|DANVILLE, CA	Current employment
G••••• V••• C•••••• M••••••••• L••	Independent wealth	Oct 13, 2025	Jan 14, 2026	no	GREEN BAY, WI\|WAUKESHA, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• V••• C•••••• M••••••••• L••	E•••••••• M••• A•••• M••••••••• L••	Jan 14, 2026	Jan 13, 2026	-1	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
158292:322382:WI:2026-01-14	Jan 14, 2026	Jan 13, 2026	WAUKESHA, WI	Firm change

Relationships

Registered with (2)

→ E•••••••• M••• A•••• M••••••••• L••Registered adviserregistration: current employment
Jan 13, 2026 to presentfactForm ADV
→ G••••• V••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 13, 2025 to Jan 14, 2026factForm ADV

Dated events

Occurred
Jan 14, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4bbda76a-fa47-2d11-d457-e258f566d920
First observed: Oct 13, 2025
Last observed: Sep 15, 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.