DFX Intelligence

G••••• K•••••• R••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

G••••• K•••••• R••

Advisor at I••••••• C•••••• M••••••••• L••

TAMPA, FL

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Search this name across graphsid dfx:ria:6b4d0607-4816-0420-7ce8-ef6cdf494137

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 14, 2002 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: I••••••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 6, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• C•••••• M••••••••• L••	State registered	Sep 2, 2026	n/a	yes	TAMPA, FL	Current employment
I••••••• C•••••• M••••••••• L••	State registered	Oct 18, 2013	Dec 31, 2025	no	TAMPA, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•• W••••• M••••••••• I•••	I••••••• C•••••• M••••••••• L••	Sep 30, 2013	Oct 18, 2013	18	Firm change	Other
B••••••• A•••• M••••••••• I••	I•• W••••• M••••••••• I•••	Sep 3, 2013	May 30, 2013

Relationships

Registered with (4)

→ I••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 18, 2013 to Dec 31, 2025factForm ADV
→ I•• W••••• M••••••••• I•••Registered adviserregistration: previous registration
May 30, 2013 to Sep 30, 2013factForm ADV
→ B••••••• A•••• M••••••••• I••Registered adviserregistration: previous registration
Sep 18, 2008 to Sep 3, 2013factForm ADV
→ C•••••• S••••• • C••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6b4d0607-4816-0420-7ce8-ef6cdf494137
First observed: Nov 14, 2002
Last observed: Sep 14, 2026 8 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.