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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

C••••••••• D•••••••••

Advisor at F•••••••• I••••••••• C•••••••••

BOSTON, MA | Marietta, GA | NEW YORK, NY | PITTSBURGH, PA

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Search this name across graphsid dfx:ria:91ca788e-1565-3c42-0e84-d1a7fab8e013

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 1, 2012 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: F•••••••• I••••••••• C•••••••••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Current registrations

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
F•••••••• G••••• I••••••••• M••••••••• C••••	Asset manager	Aug 5, 2021	n/a	yes	Marietta, GA\|NEW YORK, NY	Current employment
M•• A•••••••• A• D••••••• O• F•••••••• M••• L••	Asset manager	Jan 8, 2013	n/a	yes

Relationships

Registered with (4)

→ F•••••••• G••••• I••••••••• M••••••••• C••••Registered adviserregistration: current employment
Aug 5, 2021 to presentfactForm ADV
→ M•• A•••••••• A• D••••••• O• F•••••••• M••• L••Registered adviserregistration: current employment
Jan 8, 2013 to presentfactForm ADV
→ F•••••••• I••••••••• C•••••••••Registered adviserregistration: current employment
Jan 3, 2013 to presentfactForm ADV
→ F•••••••• S••••••••• C••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:91ca788e-1565-3c42-0e84-d1a7fab8e013
First observed: Oct 1, 2012
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.