DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

T•••• D••••••• G•••••••••

Advisor at G•••••• I••••••••• S•••••••••

BEATRICE, NE

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Search this name across graphsid dfx:ria:d511374a-05fb-8c64-961f-e02222d745c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 25, 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: G•••••• I••••••••• S•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 15, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• I••••••••• S•••••••••	Independent wealth	Feb 17, 2016	n/a	yes	BEATRICE, NE	Current employment
S••• L••	n/a	Oct 13, 2015	Feb 16, 2016	no	Beatrice, NE	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••• L••	G•••••• I••••••••• S•••••••••	Feb 16, 2016	Feb 17, 2016	1	Firm change	Other
S••••••••• A•••••• A•••••••• I•••	S••• L••	Oct 9, 2015	Oct 13, 2015

Relationships

Registered with (4)

→ G•••••• I••••••••• S•••••••••Registered adviserregistration: current employment
Feb 17, 2016 to presentfactForm ADV
→ S••• L••Registered adviserregistration: previous registration
Oct 13, 2015 to Feb 16, 2016factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 25, 2013 to Oct 9, 2015factForm ADV
→ E••••• J••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d511374a-05fb-8c64-961f-e02222d745c8
First observed: Jun 25, 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.