K•• I••••••

Advisor at G•••• T••• B••••• • A•••••• L••

BEVERLY HILLS, CA

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:5d4556e2-cd76-5c21-73be-309f68d7a087

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 20, 2004 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•••• T••• B••••• • A•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• T••• B••••• • A•••••• L••	Independent wealth	Apr 1, 2026	n/a	yes	BEVERLY HILLS, CA	Current employment
G•••• T••• B••••• • A•••••• L••	Independent wealth	May 19, 2023	Dec 31, 2025	no	BEVERLY HILLS, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••• T••• B••••• • A•••••• L••	G••••• T••••••••• • A••••• M••••••••• I•••	Dec 31, 2016	Oct 14, 2004	-4,461	Firm change after gap	Other
G••••• T••••••••• • A••••• M••••••••• I•••	G•••• T••• B••••• • A•••••• L••	Apr 14, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
131499:131504:CA:2016-12-31	Dec 31, 2016	Oct 14, 2004	BEVERLY HILLS, CA	Firm change after gap

Relationships

Registered with (3)

→ G•••• T••• B••••• • A•••••• L••Registered adviserregistration: previous registration
May 19, 2023 to Dec 31, 2025factForm ADV
→ G•••• T••• B••••• • A•••••• L••Registered adviserregistration: previous registration
Sep 20, 2004 to Dec 31, 2016factForm ADV
→ G••••• T••••••••• • A••••• M••••••••• I•••Registered adviserregistration: previous registration
Oct 14, 2004 to Apr 14, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5d4556e2-cd76-5c21-73be-309f68d7a087
First observed: Sep 20, 2004
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.