DFX Intelligence

G•••• F•••••••• G••••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

G•••• F•••••••• G••••

G••••, C••••, J•••••, CRD 152268

SAN MATEO, 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:dcea0bcc-29b0-8a06-b601-58528423047b

Data as of Jun 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 11, 2026 to Jun 11, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $25.1M••• Locked
Discretionary RAUM: $24.4M
Private client RAUM: $25.1Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C•••• J••••• G••••	Certified Financial Planner	SAN MATEO, CA	0	43	5	no

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	1	-1	n/a	0	1	0	0	1

Relationships

Registered with (2)

← C•••• J••••• G••••Advisorregistration: previous registration
Feb 4, 2016 to Dec 31, 2025factForm ADV
← Marjan SoleimaniehAdvisorregistration: previous registration
Oct 24, 2024 to Sep 2, 2026factForm ADV

Dated events

Occurred
Sep 2, 2026
Advisor changed firm
Marjan Soleimanieh left G•••• F•••••••• G•••• for Marin Wealth Advisors Llc (registered 2026-01-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dcea0bcc-29b0-8a06-b601-58528423047b
First observed: Jun 11, 2026
Last observed: Jun 11, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds 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.