DFX Intelligence

G•••••• H•••• P••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

G•••••• H•••• P••••••••

Advisor at T•• A••••••• G•••• O• S•• F••••••••• L••

SAN F••••••••, CA

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Search this name across graphsid dfx:ria:6d2f05b8-240c-93c0-f760-505e3f3e2b57

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 25, 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: T•• A••••••• G•••• O• S•• F••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 24derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• A••••••• G•••• O• S•• F••••••••• L••	Independent wealth	Feb 19, 2002	n/a	yes	SAN F••••••••, CA	Current employment
W••••• F•••••••• A•••••••• L••	Former SEC adviser	Jul 25, 2002	Sep 13, 2007	no	REDWOOD CITY , CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••••• F•••••••• A•••••••• L••	n/a	Sep 13, 2007	n/a	n/a	Departure no registered destination	Departure

Relationships

Registered with (2)

→ T•• A••••••• G•••• O• S•• F••••••••• L••Registered adviserregistration: current employment
Feb 19, 2002 to presentfactForm ADV
→ W••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 25, 2002 to Sep 13, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d2f05b8-240c-93c0-f760-505e3f3e2b57
First observed: Jul 25, 2002
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.