DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

H•••• D•••• G•••••••••

Advisor at G• F•••••••• P•••••••• L••

ORLANDO, FL

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Search this name across graphsid dfx:ria:e4ba7a20-4b60-0898-c1e7-a22a428b4a4d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 16, 2020 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•••••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G• F•••••••• P•••••••• L••	State registered	Dec 8, 2023	n/a	yes	ORLANDO, FL	Current employment
T•••••••••	State registered	Jul 26, 2021	Jun 14, 2023	no	BUENA VISTA, CO\|Orlando, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••• • A••	T•••••••••	Jun 14, 2023	Jul 26, 2021	-688	Firm change after gap	Other
T•••••••••	G• F•••••••• P•••••••• L••	Jun 14, 2023	Dec 8, 2023

Relationships

Registered with (3)

→ G• F•••••••• P•••••••• L••Registered adviserregistration: current employment
Dec 8, 2023 to presentfactForm ADV
→ P••• • A••Registered adviserregistration: previous registration
Nov 16, 2020 to Jun 14, 2023factForm ADV
→ T•••••••••Registered adviserregistration: previous registration
Jul 26, 2021 to Jun 14, 2023factForm ADV

Dated events

Occurred
Jun 14, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 14, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4ba7a20-4b60-0898-c1e7-a22a428b4a4d
First observed: Nov 16, 2020
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.