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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

G••••••• W•••• C•••••••

Advisor at A•••• C•••••• M••••••••• G•••• L••

CHANDLER, AZ | DENVER, CO

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Search this name across graphsid dfx:ria:5e6f3a1b-f548-323d-bc48-34e42c2d6d7b

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 9, 2011 to Sep 15, 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: A•••• C•••••• M••••••••• G•••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: May 6, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• C•••••• M••••••••• G•••• L••	Other adviser	Aug 19, 2019	n/a	yes	CHANDLER, AZ\|DENVER, CO	Current employment
G•••••••• C•••••• M••••••••• L••	Independent wealth	Jul 28, 2015	Jul 5, 2016	no	LONE TREE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••••• C•••••• M••••••••• L••	A•••• C•••••• M••••••••• G•••• L••	Jul 5, 2016	Aug 19, 2019	1,140	Firm change after gap	Other
W•••• F•••• A•••••••	G•••••••• C•••••• M••••••••• L••	Jul 29, 2015	Jul 28, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:113189:CO:2015-07-29	Jul 29, 2015	Jul 28, 2015	GREENWOOD VILLAGE, CO	Firm change

Relationships

Registered with (3)

→ A•••• C•••••• M••••••••• G•••• L••Registered adviserregistration: current employment
Aug 19, 2019 to presentfactForm ADV
→ G•••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 28, 2015 to Jul 5, 2016factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 9, 2011 to Jul 29, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e6f3a1b-f548-323d-bc48-34e42c2d6d7b
First observed: May 9, 2011
Last observed: Sep 15, 2026 7 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.