F••••••• G•••

Advisor at R•••••••• A•••• M•••••••••

MENLO PARK, CA | Fort Worth, TX

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 graphs

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 20, 2017 to Sep 15, 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: R•••••••• A•••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••••• A•••• M•••••••••	Bd affiliated wealth	May 7, 2025	n/a	yes	MENLO PARK, CA\|Fort Worth, TX	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Mar 8, 2021	Oct 20, 2021	no	GLENDALE, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	R•••••••• A•••• M•••••••••	Oct 20, 2021	May 7, 2025	1,295	Firm change after gap	Ibd to new firm
B•••••• L••• A••••••• S•••••••• I•••	E•••• S••••••••• L••	Jan 27, 2021	Mar 8, 2021

Relationships

Registered with (4)

→ R•••••••• A•••• M•••••••••Registered adviserregistration: current employment
May 7, 2025 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Mar 8, 2021 to Oct 20, 2021factForm ADV
→ B•••••• L••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 28, 2019 to Jan 27, 2021factForm ADV
→ W•••••• • R•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 20, 2017
Last observed: Sep 15, 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.