DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

C••••• G•••••••• G•••••

Advisor at G•••••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:584e3327-82ea-638e-1072-e907b9eb8d51

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 17, 2015 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: G•••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Nov 12, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••	Asset manager	Nov 4, 2025	n/a	yes	ATLANTA, GA	Current employment
M••••• S••••••	Wirehouse	May 26, 2016	Oct 4, 2018	no	Atlanta, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	G•••••••	Oct 4, 2018	Nov 4, 2025	2,588	Firm change after gap	Other
W•••••• • R•••	M••••• S••••••	Apr 7, 2016	May 26, 2016

Relationships

Registered with (3)

→ G•••••••Registered adviserregistration: current employment
Nov 4, 2025 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
May 26, 2016 to Oct 4, 2018factForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
Nov 17, 2015 to Apr 7, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:584e3327-82ea-638e-1072-e907b9eb8d51
First observed: Nov 17, 2015
Last observed: Sep 14, 2026 9 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.