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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

G••• C••••

Advisor at C••••••• P•••••••

San Diego, CA | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:7da7c388-f2c1-adc6-b4a1-e8aeb4c689cb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Aug 18, 2017 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: C••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
C••••••• P•••••••	Independent wealth	Nov 12, 2024	n/a	yes	OVERLAND PARK, KS\|San Diego, CA	Current employment
A••••••••• L•••	Other adviser	May 31, 2024	Oct 7, 2024	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
A••••••••• L•••	C••••••• P•••••••	Oct 7, 2024	Nov 12, 2024	36	Firm change	Other
P••••••••• P••••••• • W••••• M•••••••••	A••••••••• L•••	May 14, 2024

Relationships

Registered with (8)

→ C••••••• P•••••••Registered adviserregistration: current employment
Nov 12, 2024 to presentfactForm ADV
→ A••••••••• L•••Registered adviserregistration: previous registration
May 31, 2024 to Oct 7, 2024factForm ADV
→ P••••••••• P••••••• • W••••• M•••••••••Registered adviserregistration: previous registration
Oct 20, 2023 to May 14, 2024factForm ADV
→ G•••• M• F•••••••Registered adviser

Dated events

Occurred
Oct 7, 2024
Advisor changed firm
G••• C•••• left A••••••••• L••• for C••••••• P••••••• (registered 2024-11-12)
Form ADVobserved 7 days ago
Occurred
May 14, 2024
Advisor changed firm
G••• C•••• left P••••••••• P••••••• • W••••• M••••••••• for A••••••••• L••• (registered 2024-05-31)
Form ADVobserved 7 days ago
Occurred
Jul 7, 2023
Advisor changed firm
G••• C•••• left W••••••• F•••••••• S•••••••• I••• for G•••• M• F••••••• (registered 2021-05-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7da7c388-f2c1-adc6-b4a1-e8aeb4c689cb
First observed: Aug 18, 2017
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.