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

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

G•••••• M• F••••••

Advisor at E•••• F•••••••• S•••••••• I•••

E••••, CT

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Search this name across graphsid dfx:ria:f76af886-9600-206a-52fe-d840413e5481

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:25 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 25, 2022 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: E•••• F•••••••• S•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• F•••••••• S•••••••• I•••	Independent wealth	Apr 21, 2025	n/a	yes	E••••, CT	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Oct 25, 2022	Jan 27, 2025	no	Westbrook, CT\|EAST HARTFORD, CT\|EAST HARTFORD, CT\|Glastonbury, CT\|Chester, CT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	E•••• F•••••••• S•••••••• I•••	Jan 27, 2025	Apr 21, 2025	84	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ E•••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Apr 21, 2025 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 25, 2022 to Jan 27, 2025factForm ADV

Dated events

Occurred
Jan 27, 2025
Advisor changed firm
G•••••• M• F•••••• left A••••••••• F•••••••• S•••••••• L•• for E•••• F•••••••• S•••••••• I••• (registered 2025-04-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f76af886-9600-206a-52fe-d840413e5481
First observed: Oct 25, 2022
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.