DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

G••••• E••••• G•••••

Advisor at G••••• F•••••••• A•••••••• I••

FOLSOM, 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, 9:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Oct 30, 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••••• F•••••••• A•••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• F•••••••• A•••••••• I••	Independent wealth	Feb 10, 2012	n/a	yes	FOLSOM, CA	Current employment
A••••••••• P••••••• I••••••••• A••••••• I••	n/a	Dec 14, 1995	Apr 5, 2004	no	GOLD RIVER, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• • G•••• F•••••••• A•••••••• L••	A••••••••• S••••••••• C••••	Dec 8, 2011	Dec 14, 1995	-5,838	Firm change after gap	Other
A••••••••• P••••••• I••••••••• A••••••• I••	G••••• F•••••••• A•••••••• I••	Apr 5, 2004

Relationships

Registered with (4)

→ G••••• F•••••••• A•••••••• I••Registered adviserregistration: current employment
Feb 10, 2012 to presentfactForm ADV
→ G••••• • G•••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 30, 1995 to Dec 8, 2011factForm ADV
→ A••••••••• P••••••• I••••••••• A••••••• I••Registered adviserregistration: previous registration
Dec 14, 1995 to Apr 5, 2004factForm ADV
→ A••••••••• S••••••••• C••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 30, 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.