DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

C•••••• V••••• W•••

Advisor at G•••••• P••••••• G••••• I••

MENLO PARK, CA

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Search this name across graphsid dfx:ria:6c494b1e-f9bb-f1bb-7f31-e7acbaa7847f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 12, 2003 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•••••• P••••••• G••••• I••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 4, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• P••••••• G••••• I••	State registered	Feb 22, 2007	n/a	yes	MENLO PARK, CA	Current employment
B•••••••• R••••• • F•••••••• I•••	Independent wealth	Mar 12, 2003	Mar 12, 2007	no	MENLO PARK, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••• R••••• • F•••••••• I•••	G•••••• P••••••• G••••• I••	Mar 12, 2007	Feb 22, 2007	-18	Firm change	Other

Relationships

Registered with (2)

→ G•••••• P••••••• G••••• I••Registered adviserregistration: current employment
Feb 22, 2007 to presentfactForm ADV
→ B•••••••• R••••• • F•••••••• I•••Registered adviserregistration: previous registration
Mar 12, 2003 to Mar 12, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c494b1e-f9bb-f1bb-7f31-e7acbaa7847f
First observed: Mar 12, 2003
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.