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W•••••• F•••••••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

W•••••• F•••••••• D•••••

Advisor at D• W••••• M••••••••• G••••

SAN DIEGO, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:cbf6ae9d-7b50-7f7d-a100-b3a7b3ff6092

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2005 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: D• W••••• M••••••••• G••••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 28, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

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
D• W••••• M••••••••• G••••	State registered	Jul 8, 2025	n/a	yes	SAN DIEGO, CA	Current employment
F•••• F•••••••• E••••• C•••••••••	Former SEC adviser	Oct 1, 2012	Jan 5, 2018	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
F•••• F•••••••• E••••• C•••••••••	D• W••••• M••••••••• G••••	Jan 5, 2018	Jul 8, 2025	2,741	Firm change after gap	Other
V•• A•••••••• I•••	F•••• F•••••••• E••••• C•••••••••	Jan 13, 2011

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
16507:289085:CA:2018-01-05	Jan 5, 2018	Jul 8, 2025	SAN DIEGO, CA	Firm change after gap

Relationships

Registered with (5)

→ D• W••••• M••••••••• G••••Registered adviserregistration: current employment
Jul 8, 2025 to presentfactForm ADV
→ F•••• F•••••••• E••••• C•••••••••Registered adviserregistration: previous registration
Oct 1, 2012 to Jan 5, 2018factForm ADV
→ V•• A•••••••• I•••Registered adviserregistration: previous registration
May 18, 2010 to Jan 13, 2011factForm ADV
→ W•• S•••••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cbf6ae9d-7b50-7f7d-a100-b3a7b3ff6092
First observed: Oct 31, 2005
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.