L••• F• S•••••

Advisor at C•••••••• G••••• M•••••• I•••

Lyndhurst, NJ | NEW YORK, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:70cf775b-3910-fdf9-2710-76fbfb186f9e

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 13, 2016 to Sep 17, 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: C•••••••• G••••• M•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	May 22, 2017	n/a	yes	Lyndhurst, NJ\|NEW YORK, NY	Current employment
M••••• S••••••	Wirehouse	Jun 13, 2016	May 5, 2017	no	New York, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	C•••••••• G••••• M•••••• I•••	May 5, 2017	May 22, 2017	17	Firm change	Other

Relationships

Registered with (2)

→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: current employment
May 22, 2017 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 13, 2016 to May 5, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:70cf775b-3910-fdf9-2710-76fbfb186f9e
First observed: Jun 13, 2016
Last observed: Sep 17, 2026 5 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.