DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

A••• C•••• G•••••••

Advisor at C••••• I••••••••• G••••

Broussard, LA

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Search this name across graphsid dfx:ria:51e8ca5d-1804-f384-17de-9ecee272b536

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 1, 2010 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: C••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• I••••••••• G••••	Independent wealth	Dec 18, 2024	n/a	yes	Broussard, LA	Current employment
C••••• I••••••••• G••••	Independent wealth	Jun 1, 2010	Oct 16, 2024	no	LAFAYETTE, LA	Previous registration

Relationships

Registered with (1)

→ C••••• I••••••••• G••••Registered adviserregistration: previous registration
Jun 1, 2010 to Oct 16, 2024factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51e8ca5d-1804-f384-17de-9ecee272b536
First observed: Jun 1, 2010
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.