R••• G• C•••••

Advisor at C••••• I••••••••• G••••

Cincinnati, OH

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:5d131c1d-3504-f205-7269-c6e28a11fb3f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 13, 2020 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: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• I••••••••• G••••	State registered	Jul 24, 2020	n/a	yes	Cincinnati, OH	Current employment
C••••• C••••• C•••••• M•••••••••	n/a	Feb 7, 2022	Dec 31, 2023	no	Cincinnati, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• C••••• C•••••• M•••••••••	n/a	Dec 31, 2023	n/a	n/a	Departure no registered destination	Departure
M••••• S••••••	C••••• I••••••••• G••••	Jul 31, 2020	Jul 24, 2020	-7

Relationships

Registered with (3)

→ C••••• I••••••••• G••••Registered adviserregistration: current employment
Jul 24, 2020 to presentfactForm ADV
→ C••••• C••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Feb 7, 2022 to Dec 31, 2023factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Mar 13, 2020 to Jul 31, 2020factForm ADV

Dated events

Occurred
Dec 31, 2023
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d131c1d-3504-f205-7269-c6e28a11fb3f
First observed: Mar 13, 2020
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.