DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

G••••• I••••••••

Advisor at I•••••••• F•••••••• G••••• L••

PORTSMOUTH, NH

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Search this name across graphsid dfx:ria:a0d2289e-5d3b-c138-ba5e-f79dea090465

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 17, 2007 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: I•••••••• F•••••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 27, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••• F•••••••• G••••• L••	State registered	Jun 28, 2023	n/a	yes	PORTSMOUTH, NH	Current employment
A•••••••• C•••••• M•••••••••	Independent wealth	Mar 14, 2012	Feb 20, 2013	no	SHREWSBURY, NJ\|CORNELIUS, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• C•••••• M•••••••••	I•••••••• F•••••••• G••••• L••	Feb 20, 2013	Jun 28, 2023	3,780	Firm change after gap	Other
P••••••••• S••••••••• C•••••••••	A•••••••• C•••••• M•••••••••	Mar 8, 2012	Mar 14, 2012

Relationships

Registered with (3)

→ I•••••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Jun 28, 2023 to presentfactForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Mar 14, 2012 to Feb 20, 2013factForm ADV
→ P••••••••• S••••••••• C•••••••••Registered adviserregistration: previous registration
Dec 17, 2007 to Mar 8, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0d2289e-5d3b-c138-ba5e-f79dea090465
First observed: Dec 17, 2007
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.