DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)33 years in industry

B•••• G•••••• C••••

Advisor at G••• L••• A•••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:629e37ae-20ed-9804-7de0-ca717395d8c3

Data as of Sep 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:38 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 25, 2007 to Sep 22, 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••• L••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 11, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Sep 21, 2026	n/a	yes	BOISE, ID\|MERIDIAN, ID	Current employment
G••• L••• A•••••••• L••	Independent wealth	Mar 10, 2023	n/a	yes	CELEBRATION, FL\|Eagle, ID	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• F•••••••• N••••••	G••• L••• A•••••••• L••	Mar 10, 2023	Mar 10, 2023	0	Firm change	Ibd to RIA
D••• D••••••• • C••	C••••••••• F•••••••• N••••••	Mar 3, 2011	Mar 3, 2011

Relationships

Registered with (3)

→ G••• L••• A•••••••• L••Registered adviserregistration: current employment
Mar 10, 2023 to presentfactForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Mar 3, 2011 to Mar 10, 2023factForm ADV
→ D••• D••••••• • C••Registered adviserregistration: previous registration
Apr 25, 2007 to Mar 3, 2011factForm ADV

Dated events

Occurred
Mar 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:629e37ae-20ed-9804-7de0-ca717395d8c3
First observed: Apr 25, 2007
Last observed: Sep 22, 2026 21 h 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.