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

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RIA / WealthAdvisor19 years in industry

G•••• N•• T••••••

Advisor at T••••••••• C•••••• G••••

EDMOND, OK

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Search this name across graphsid dfx:ria:55c5f92b-e8f2-a6b8-85bc-573468f50db1

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

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 16, 2021 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: T••••••••• C•••••• G••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
T••••••••• C•••••• G••••	Independent wealth	Nov 9, 2021	n/a	yes	EDMOND, OK	Current employment
W•••• F•••• A•••••••	Wirehouse	Aug 16, 2021	Nov 17, 2021	no	EDMOND, OK

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	T••••••••• C•••••• G••••	Nov 17, 2021	Nov 9, 2021	-8	Firm change	Wirehouse to new firm

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
11025:316872:OK:2021-11-15	Nov 17, 2021	Nov 9, 2021	EDMOND, OK	Firm change

Relationships

Registered with (2)

→ T••••••••• C•••••• G••••Registered adviserregistration: current employment
Nov 9, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Aug 16, 2021 to Nov 17, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:55c5f92b-e8f2-a6b8-85bc-573468f50db1
First observed: Aug 16, 2021
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.