DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

S••••••• F•••••••

Advisor at C••••• C•••••• G••••

MARINA DEL REY, CA

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Search this name across graphsid dfx:ria:e5b39625-b49d-3dad-becc-5b0f81fcae75

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 22, 2003 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: C••••• C•••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 23derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• C•••••• G••••	State registered	May 22, 2003	n/a	yes	MARINA DEL REY, CA	Current employment
C••••• C•••••• G••••	State registered	May 22, 2003	Dec 31, 2016	no	Marina Del Rey, CA	Previous registration

Relationships

Registered with (1)

→ C••••• C•••••• G••••Registered adviserregistration: previous registration
May 22, 2003 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e5b39625-b49d-3dad-becc-5b0f81fcae75
First observed: May 22, 2003
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.