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

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RIA / WealthAdvisor10 years in industry

F•••••• G•••••• K•••••

Advisor at C•••••• W••••• A••••••• G••••

FLEMING ISLAND, FL

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Search this name across graphsid dfx:ria:9fc4deb7-92fc-3d0c-f312-524b345eedcc

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: May 9, 2022 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: C•••••• W••••• A••••••• G••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

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
C•••••• W••••• A••••••• G••••	Independent wealth	Dec 2, 2025	n/a	yes	FLEMING ISLAND, FL	Current employment
R•••• • Y• I••••••••• A•••••••• L••	Independent wealth	Mar 31, 2025	Jun 13, 2025	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R•••• • Y• I••••••••• A•••••••• L••	C•••••• W••••• A••••••• G••••	Jun 13, 2025	Dec 2, 2025	172	Firm change	RIA to RIA
F••••• I•••••••••	R•••• • Y• I••••••••• A•••••••• L••	Feb 5, 2024

Relationships

Registered with (3)

→ C•••••• W••••• A••••••• G••••Registered adviserregistration: current employment
Dec 2, 2025 to presentfactForm ADV
→ R•••• • Y• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 31, 2025 to Jun 13, 2025factForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
May 9, 2022 to Feb 5, 2024factForm ADV

Dated events

Occurred
Jun 13, 2025
Advisor changed firm
F•••••• G•••••• K••••• left R•••• • Y• I••••••••• A•••••••• L•• for C•••••• W••••• A••••••• G•••• (registered 2025-12-02)
Form ADVobserved 7 days ago
Occurred
Feb 5, 2024
Advisor changed firm
F•••••• G•••••• K••••• left F••••• I••••••••• for R•••• • Y• I••••••••• A•••••••• L•• (registered 2025-03-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9fc4deb7-92fc-3d0c-f312-524b345eedcc
First observed: May 9, 2022
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.