DFX Intelligence

C•• G•••• A•••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserno raum reportedSEC registeredRAUM none

C•• G•••• A•••••••• L••

CRD 338012

WALL TOWNSHIP, NJ

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Search this name across graphsid dfx:ria:a5713cdd-11e5-bcb2-f67a-933a23785f49

Data as of Jul 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Nov 17, 2025 to Jul 15, 2026
5 observations

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

Firm class: no raum reportedderivedprivate_client_share=0.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=3.0
Regulatory AUM: $0••• Locked
Discretionary RAUM: $0
Private client RAUM: $0derived••• Locked
Advisors on IAPD: 7
Employees: 7
Advisory employees: 5
Offices: 1Schedule D 1.F, beyond the principal office

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
J•••• P•••• G••••	n/a	WALL TOWNSHIP, NJ	3	21	2	no
T••••• P•••••• C•••••••	Certified Financial Planner\|Chartered Financial Consultant	WALL TOWNSHIP, NJ	0	10

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
G••••• R•••••• M••••••	MANAGING MEMBER	E	yes	07/2025	Jul 15, 2026	Jul 15, 2026
R•••• D•••••• C•••	CHIEF COMPLIANCE OFFICER	Na	yes	10/2025	Jul 15, 2026	Jul 15, 2026

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 9, 2026	$0	$0	7	5	1	n/a	n/a

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
3	0	3	0.0%	0	0	0	3	0

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$0	n/a	n/a	n/a	n/a	7	n/a	1	n/a

Relationships

Controls (2)

← G••••• R•••••• M••••••OwnerMANAGING MEMBER, ownership code E, individual
Jul 15, 2026 to presentfactForm ADV
← R•••• D•••••• C•••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Jul 15, 2026 to presentfactForm ADV

Registered with (7)

← KYLE PATRICK PIPERAdvisorregistration: current employment
Feb 19, 2026 to presentfactForm ADV
← J•••••• J• Q••••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 17, 2026
F••••• C• F•••••• registered as an investment adviser representative at C•• G•••• A•••••••• L••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5713cdd-11e5-bcb2-f67a-933a23785f49
First observed: Nov 17, 2025
Last observed: Jul 15, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds 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.