DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

B•••• E•••• G•••••

Advisor at G••••• • C•• A•••••••• I•••

ORANGE, CA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 28, 1995 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•• A•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 28, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 22derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••• G••••• • C••••••• I•••	Independent wealth	Sep 25, 2007	n/a	yes	ORANGE, CA\|ORANGE, CA	Current employment
G••••• • C•• A•••••••• I•••	State registered	Sep 29, 2003	n/a	yes	ORANGE, CA\|ORANGE, CA	Current employment

Relationships

Registered with (2)

→ B••• G••••• • C••••••• I•••Registered adviserregistration: current employment
Sep 25, 2007 to presentfactForm ADV
→ G••••• • C•• A•••••••• I•••Registered adviserregistration: current employment
Sep 29, 2003 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 28, 1995
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.