DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner30 years in industry

J•••• C• G•••••••

Advisor at G••••••• G••••• I••

LAFAYETTE, CA

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Search this name across graphsid dfx:ria:9d3595c9-c972-cb7b-9210-242d0788c18f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Nov 15, 1999 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••••••• G••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 25, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• G••••• I••	Independent wealth	Apr 14, 2025	n/a	yes	LAFAYETTE, CA	Current employment
G••••••• G••••• I••	Independent wealth	Aug 2, 2019	Dec 31, 2024	no	LAFAYETTE, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• G••••• I••	4••• M••••••• L••	Aug 2, 2019	Feb 6, 2015	-1,638	Firm change after gap	Other
4••• M••••••• L••	G••••••• G••••• I••	Dec 31, 2018	Aug 2, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
142903:174735:CA:2019-08-02	Aug 2, 2019	Feb 6, 2015	LAFAYETTE, CA	Firm change after gap
174735:142903:CA:2018-12-31	Dec 31, 2018	Aug 2, 2019	LAFAYETTE, CA	Firm change

Relationships

Registered with (5)

→ G••••••• G••••• I••Registered adviserregistration: previous registration
Aug 2, 2019 to Dec 31, 2024factForm ADV
→ 4••• M••••••• L••Registered adviserregistration: previous registration
Feb 6, 2015 to Dec 31, 2018factForm ADV
→ I•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 9, 2011 to Feb 11, 2011factForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d3595c9-c972-cb7b-9210-242d0788c18f
First observed: Nov 15, 1999
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.