DFX Intelligence

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

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RIA / WealthAdvisor31 years in industry

G••••• D•••• P••••• H••••

Advisor at C•••••• I••••••••• S•••••••• L••

CHARLOTTESVILLE, VA

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Search this name across graphsid dfx:ria:f97556ae-9c0c-8c66-09e8-56b7ca4d8ee3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 1
Observed: Apr 3, 2003 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

G••••• D•••• P••••• H••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••• I••••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 29, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• I••••••••• S•••••••• L••	Independent wealth	Apr 30, 2014	n/a	yes	CHARLOTTESVILLE, VA	Current employment
S••••••••• A•••• M••••••••• G•••• L••	Independent wealth	Apr 8, 2005	May 2, 2013	no	CHARLOTTESVILLE, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A•••• M••••••••• G•••• L••	C•••••• I••••••••• S•••••••• L••	May 2, 2013	Apr 30, 2014	363	Firm change	Other
S••••••••• F•••••••• S•••••••• I•••	S••••••••• A•••• M••••••••• G•••• L••	Mar 29, 2011	Apr 8, 2005

Relationships

Registered with (4)

→ C•••••• I••••••••• S•••••••• L••Registered adviserregistration: current employment
Apr 30, 2014 to presentfactForm ADV
→ S••••••••• A•••• M••••••••• G•••• L••Registered adviserregistration: previous registration
Apr 8, 2005 to May 2, 2013factForm ADV
→ S••••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Apr 5, 2005 to Mar 29, 2011factForm ADV
→ H••••••• F•••••••• M••••••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f97556ae-9c0c-8c66-09e8-56b7ca4d8ee3
First observed: Apr 3, 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.