DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

G•••••• D•••• S•••••••••

Advisor at G•••••• P•••••••• L••

Chicago, IL

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Search this name across graphsid dfx:ria:5c28ca61-f898-56d4-fb0c-f26cee352f87

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 3
Observed: Jan 9, 2003 to Sep 14, 2026

Across DFX

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

Private Equityidentity

G•••••• D•••• S•••••••••

Private equity principal · key crd individual, shared individual crd

Venture Capitalidentity

G•••••• D•••• S•••••••••

Venture principal · key crd individual, shared individual crd

Real Estate Fundsidentity

G•••••• D•••• S•••••••••

Real estate principal · key crd individual, shared individual crd

Facts

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

Current firm: G•••••• P•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 9, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• P•••••••• L••	Mixed wealth	Jun 21, 2019	n/a	yes	Chicago, IL	Current employment

Relationships

Registered with (1)

→ G•••••• P•••••••• L••Registered adviserregistration: current employment
Jun 21, 2019 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5c28ca61-f898-56d4-fb0c-f26cee352f87
First observed: Jan 9, 2003
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.