DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

G••• S••••• G•••••

Advisor at G•••••••• C•••••• M••••••••• I•••

TULSA, OK | IRVING, TX

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Search this name across graphsid dfx:ria:9905cebd-7bdc-61a9-f5e3-02b9e6ec32fe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 14, 2008 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: G•••••••• C•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• C•••••• M••••••••• I•••	Independent wealth	Jan 24, 2025	n/a	yes	IRVING, TX\|TULSA, OK	Current employment
M••••• E••••• C•••••• A•••••••	Former SEC adviser	Apr 14, 2008	May 20, 2025	no	DALLAS, TX\|Irving, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• E••••• C•••••• A•••••••	G•••••••• C•••••• M••••••••• I•••	May 20, 2025	Jan 24, 2025	-116	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ G•••••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Jan 24, 2025 to presentfactForm ADV
→ M••••• E••••• C•••••• A•••••••Registered adviserregistration: previous registration
Apr 14, 2008 to May 20, 2025factForm ADV

Dated events

Occurred
May 20, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9905cebd-7bdc-61a9-f5e3-02b9e6ec32fe
First observed: Apr 14, 2008
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.