DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

G•••••••• C•••••• T•••

Advisor at O•••••••••

••• Locked

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Search this name across graphsid dfx:ria:6925f282-5f57-5985-c012-3bb88e340dbc

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 31, 2017 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	Institutional manager	Jul 7, 2026	n/a	yes	IRVINE, CA\|OVERLAND PARK, KS\|CORONA DEL MAR, CA	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Mar 31, 2017	Nov 14, 2025	no	San Diego, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	O•••••••••	Nov 14, 2025	Jul 7, 2026	235	Firm change	Other

Relationships

Registered with (2)

→ O•••••••••Registered adviserregistration: current employment
Jul 7, 2026 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 31, 2017 to Nov 14, 2025factForm ADV

Dated events

Occurred
Nov 14, 2025
Advisor changed firm
G•••••••• C•••••• T••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for Onedigital (registered 2026-07-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6925f282-5f57-5985-c012-3bb88e340dbc
First observed: Mar 31, 2017
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.