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

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RIA / WealthAdvisor25 years in industry

G•• E••••• W••••••

Advisor at F•••••• C•••••• M••••••••• I•••

MILL VALLEY, CA

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Search this name across graphsid dfx:ria:6cf29cde-5f62-5d29-0b5b-3736fc7b0a64

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 1, 2001 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: F•••••• C•••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 2, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• C•••••• M••••••••• I•••	State registered	Feb 27, 2009	n/a	yes	MILL VALLEY, CA	Current employment
F•••••• C•••••• M••••••••• I•••	State registered	Mar 14, 2006	Dec 31, 2008	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• W••••• M••••••••• I•••	F•••••• C•••••• M••••••••• I•••	Jun 25, 2018	Mar 14, 2006	-4,486	Firm change after gap	Ibd to state RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	G••••• W••••• M••••••••• I•••	Feb 16, 2006

Relationships

Registered with (4)

→ F•••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 14, 2006 to Dec 31, 2008factForm ADV
→ G••••• W••••• M••••••••• I•••Registered adviserregistration: previous registration
Feb 10, 2006 to Jun 25, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 20, 2004 to Feb 16, 2006factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6cf29cde-5f62-5d29-0b5b-3736fc7b0a64
First observed: Apr 1, 2001
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.