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

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RIA / WealthAdvisor21 years in industry

G••••••• D••• V•••••••

Advisor at F•••••••••

LAKE MARY, FL

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Search this name across graphsid dfx:ria:a5b0da5c-0d23-72f2-d133-78d0b69382a2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Aug 12, 2010 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: F•••••••••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

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
F•••••••••	Mixed wealth	Feb 3, 2023	n/a	yes	LAKE MARY, FL	Current employment
M••••• O• O•••• I••••••• S•••••••• I•••	Independent wealth	Aug 12, 2010	Jan 12, 2023	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
M••••• O• O•••• I••••••• S•••••••• I•••	F•••••••••	Jan 12, 2023	Feb 3, 2023	22	Firm change	RIA to RIA

Relationships

Registered with (2)

→ F•••••••••Registered adviserregistration: current employment
Feb 3, 2023 to presentfactForm ADV
→ M••••• O• O•••• I••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 12, 2010 to Jan 12, 2023factForm ADV

Dated events

Occurred
Jan 12, 2023
Advisor changed firm
G••••••• D••• V••••••• left M••••• O• O•••• I••••••• S•••••••• I••• for Familywealth (registered 2023-02-03)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5b0da5c-0d23-72f2-d133-78d0b69382a2
First observed: Aug 12, 2010
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.