DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

G•••• P•••••• G••••••••

Advisor at G•••••• W•••••

JACKSONVILLE, FL

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Search this name across graphsid dfx:ria:fb2be178-2427-c390-6987-b9552948eca4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 17, 2017 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•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• W•••••	Independent wealth	Apr 23, 2026	n/a	yes	JACKSONVILLE, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	May 22, 2025	Apr 29, 2026	no	JACKSONVILLE, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	G•••••• W•••••	Apr 29, 2026	Apr 23, 2026	-6	Firm change	Wirehouse to new firm
W•••• F•••• A•••••••	W•••• F•••• A•••••••	May 21, 2025	May 22, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:339969:FL:2026-04-29	Apr 29, 2026	Apr 23, 2026	JACKSONVILLE, FL	Firm change
19616:11025:FL:2025-05-02	May 21, 2025	May 22, 2025	JACKSONVILLE, FL	Firm change

Relationships

Registered with (4)

→ G•••••• W•••••Registered adviserregistration: current employment
Apr 23, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 22, 2025 to Apr 29, 2026factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 22, 2021 to May 21, 2025factForm ADV
→ T••••• A••••••• S•••••••• I•••

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
G•••• P•••••• G•••••••• left W•••• F•••• A••••••• for G•••••• W••••• (registered 2026-04-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb2be178-2427-c390-6987-b9552948eca4
First observed: Oct 17, 2017
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.