DFX Intelligence

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

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RIA / WealthAdvisor30 years in industry

G•••••• P•••• V••••

Advisor at G•• C•••••• M••••••••• C• I••

WALNUT CREEK, CA

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Search this name across graphsid dfx:ria:a3e68e9b-4fab-f1f9-3084-116ede24b8e4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:26 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 18, 2004 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•• C•••••• M••••••••• C• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 14, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•• C•••••• M••••••••• C• I••	Independent wealth	Jun 14, 2024	n/a	yes	WALNUT CREEK, CA	Current employment
G•• C•••••• M••••••••• C• I••	Independent wealth	Mar 18, 2004	Dec 31, 2017	no	WESTLAKE VILLAGE, CA

Relationships

Registered with (1)

→ G•• C•••••• M••••••••• C• I••Registered adviserregistration: previous registration
Mar 18, 2004 to Dec 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a3e68e9b-4fab-f1f9-3084-116ede24b8e4
First observed: Mar 18, 2004
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.