DFX Intelligence

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

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RIA / WealthAdvisor30 years in industry

G••••• B•••• M•••••••

Advisor at C•••••• W••••• M•••••••••

C••••••, NJ

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Search this name across graphsid dfx:ria:a1209429-d5c3-c23d-e83c-e65f3200e09e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 27, 2015 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••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 26, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• M•••••••••	Independent wealth	Dec 14, 2017	n/a	yes	C••••••, NJ	Current employment
C•••••• W••••• M•••••••••	Independent wealth	Aug 27, 2015	Feb 21, 2017	no	C••••••, NJ	Previous registration

Relationships

Registered with (1)

→ C•••••• W••••• M•••••••••Registered adviserregistration: previous registration
Aug 27, 2015 to Feb 21, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a1209429-d5c3-c23d-e83c-e65f3200e09e
First observed: Aug 27, 2015
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.