DFX Intelligence

G••••• E•••••• L••• A•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

G••••• E•••••• L••• A•••

Advisor at W•••••• F••••••••

COBB, CA

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Search this name across graphsid dfx:ria:fb61182b-727a-88c4-3c7e-0a30293c75e0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 20, 2021 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: W•••••• F••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• F••••••••	State registered	Dec 2, 2021	n/a	yes	COBB, CA	Current employment
O••••• I••••••••• A••••••• L••	Independent wealth	Dec 8, 2023	Sep 15, 2025	no	SARASOTA, FL\|COBB, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••• I••••••••• A••••••• L••	n/a	Sep 15, 2025	n/a	n/a	Departure no registered destination	Departure
C••••••••• F•••••••• N••••••	W•••••• F••••••••	Oct 25, 2021	Dec 2, 2021	38

Relationships

Registered with (3)

→ W•••••• F••••••••Registered adviserregistration: current employment
Dec 2, 2021 to presentfactForm ADV
→ O••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Dec 8, 2023 to Sep 15, 2025factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Sep 20, 2021 to Oct 25, 2021factForm ADV

Dated events

Occurred
Sep 15, 2025
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb61182b-727a-88c4-3c7e-0a30293c75e0
First observed: Sep 20, 2021
Last observed: Sep 14, 2026 9 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.