DFX Intelligence
Reading the graph
Reading the graph
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Advisor at G•••••• F•••••••• C•••••••••
HOUSTON, TX
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| G•••••• F•••••••• C••••••••• | Independent wealth | Aug 19, 2025 | n/a | yes | HOUSTON, TX | Current employment |
| S•••••••• C•••••• | n/a | Sep 12, 2024 | Jan 5, 2026 | no | El Segundo, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| S•••••••• C•••••• | G•••••• F•••••••• C••••••••• | Jan 5, 2026 | Aug 19, 2025 | -139 | Firm change after gap | Other |
| M••••• C•••••• G••••• L•• | S•••••••• C•••••• | Nov 13, 2003 | Sep 12, 2024 |
| M••••• C•••••• G••••• L•• | n/a | May 23, 2003 | Nov 13, 2003 | no | SAN DIEGO, CA | Previous registration |
| B•••••• I••••••••• P•••••••• L• | Other adviser | Oct 6, 1996 | Mar 11, 2003 | no | SAN DIEGO, CA | Previous registration |
| 7,609 |
| Firm change after gap |
| Other |
| B•••••• I••••••••• P•••••••• L• | M••••• C•••••• G••••• L•• | Mar 11, 2003 | May 23, 2003 | 73 | Firm change | Other |