G•••• O•••••••

Advisor at B•••••••••

SAN FRANCISCO, CA

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:7e47e639-f741-2ed4-84b6-31a26764d786

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 20, 2018 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: B•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••••	Independent wealth	May 19, 2020	n/a	yes	SAN FRANCISCO, CA	Current employment
H••• D••• W••••• M••••••••• L••	n/a	Jul 20, 2018	May 14, 2020	no	Santa Barbara, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••• D••• W••••• M••••••••• L••	B•••••••••	May 14, 2020	May 19, 2020	5	Firm change	Other

Relationships

Registered with (2)

→ B•••••••••Registered adviserregistration: current employment
May 19, 2020 to presentfactForm ADV
→ H••• D••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 20, 2018 to May 14, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e47e639-f741-2ed4-84b6-31a26764d786
First observed: Jul 20, 2018
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.