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.

Current firm

WEALTH MANAGEMENT

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

Jul 18, 1986earliest registration or exam on IAPD

Years in industry

40derivedfrom the industry start date

Years at current firm

19derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Exams

S63

First exam

Jul 18, 1986

First registration

Apr 3, 1998

Dual registered

no

Other names

BERT GONZALES|NORBERT GONZALES

IAPD individual key

1528058

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b3986e9c-3929-0358-4dbf-6716d79e70f2

First observed

Apr 3, 1998

Last observed

Sep 15, 2026 5 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.