S•••••• G••••••

Advisor at S•••••• I••••••••• G••••

BETHESDA, MD

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:77944389-8128-1778-a45f-b2a399fb2d11

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 4, 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: S•••••• I••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 29, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• I••••••••• G••••	Independent wealth	Feb 11, 2019	n/a	yes	BETHESDA, MD	Current employment
S•• G••••• L••	n/a	May 18, 2010	Dec 31, 2018	no	WASHINGTON, DC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•• G••••• L••	S•••••• I••••••••• G••••	Dec 31, 2018	Feb 11, 2019	42	Firm change	Other
T•••••••• G•••••• • C•• I••••••••• M••••••••• L••	S•• G••••• L••	Jun 10, 2010	May 18, 2010

Relationships

Registered with (3)

→ S•••••• I••••••••• G••••Registered adviserregistration: current employment
Feb 11, 2019 to presentfactForm ADV
→ S•• G••••• L••Registered adviserregistration: previous registration
May 18, 2010 to Dec 31, 2018factForm ADV
→ T•••••••• G•••••• • C•• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 4, 2003 to Jun 10, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:77944389-8128-1778-a45f-b2a399fb2d11
First observed: Aug 4, 2003
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.