G•••••• F••••

Advisor at G••••• W••••• M••••••••• I•••

Addison, TX

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Search this name across graphsid dfx:ria:9bcdb76c-235b-5f09-bf42-acf6ae15252f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 7, 2023 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••••• W••••• M••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• W••••• M••••••••• I•••	Bd affiliated wealth	Jun 3, 2024	n/a	yes	Addison, TX	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Aug 10, 2023	May 17, 2024	no	AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	G••••• W••••• M••••••••• I•••	May 17, 2024	Jun 3, 2024	17	Firm change	Ibd to ibd
S••••••• F•••••••• S•••••••• I•••	C••••• I••••••••• A••••••• L••	Aug 10, 2023	Aug 10, 2023

Relationships

Registered with (3)

→ G••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Jun 3, 2024 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Aug 10, 2023 to May 17, 2024factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 7, 2023 to Aug 10, 2023factForm ADV

Dated events

Occurred
May 17, 2024
Advisor changed firm
G•••••• F•••• left C••••• I••••••••• A••••••• L•• for G••••• W••••• M••••••••• I••• (registered 2024-06-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9bcdb76c-235b-5f09-bf42-acf6ae15252f
First observed: Jul 7, 2023
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.