DFX Intelligence

C•••• J••••• G••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner43 years in industry

C•••• J••••• G••••

Advisor at G•••• F•••••••• G••••

SAN MATEO, CA

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Search this name across graphsid dfx:ria:f7d69662-fa39-138f-f879-8a2afffd46bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2001 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•••••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 24, 1982earliest registration or exam on IAPD
Years in industry: 43derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• F•••••••• G••••	State registered	Sep 2, 2026	n/a	yes	SAN MATEO, CA	Current employment
G•••• F•••••••• G••••	State registered	Feb 4, 2016	Dec 31, 2025	no	SAN MATEO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	G•••• F•••••••• G••••	Aug 16, 2011	Feb 9, 2010	-553	Firm change after gap	Other
A••••••••• P••••••• I••••••••• A••••••• I••	A••••••••• S••••••••• C••••	Dec 23, 2009	Apr 29, 2003

Relationships

Registered with (4)

→ G•••• F•••••••• G••••Registered adviserregistration: previous registration
Feb 4, 2016 to Dec 31, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 8, 2009 to Aug 16, 2011factForm ADV
→ A••••••••• P••••••• I••••••••• A••••••• I••Registered adviserregistration: previous registration
Feb 27, 2001 to Dec 23, 2009factForm ADV
→ A••••••••• S••••••••• C••••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f7d69662-fa39-138f-f879-8a2afffd46bd
First observed: Feb 27, 2001
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.