DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

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Registered advisor

G•••• B•••••••

C••••••••• I••••••••• A•••••••• L••independent RIATampa, Fl IA-onlyIAPD 1023863

Feed of 09/15/2026

Also filed as G•••• Tizzani

At current firm

3 y

since Aug 11, 2023

In the industry

19 y

since Dec 6, 2006 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••••••• I••••••••• A•••••••• L•• independent RIA current
since Aug 11, 2023 · Fort Lauderdale, Fl
C••••••••• I••••••••• A•••••••• L•• independent RIA
Jul 12, 2023 to Jul 13, 2023 · Fort Lauderdale, Fl
W•••• F•••• A••••••• wirehouse
Nov 2, 2017 to Aug 7, 2023 · Ft Lauderdale, Fl
M••••• S•••••• wirehouse
Jun 1, 2009 to Nov 2, 2017 · Ft. Lauderdale, Fl
M••••• S•••••• • C•• L•• unclassified
May 2, 2008 to Jun 1, 2009 · Ft. Lauderdale, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Dec 8, 2006 to May 6, 2008 · Fort Lauderdale, Fl

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to C••••••••• I••••••••• A•••••••• L••
left Aug 7, 2023, registered Jul 12, 2023 (-26 days) · Wirehouse to independent RIA · moved with a team
M••••• S•••••• to W•••• F•••• A•••••••
left Nov 2, 2017, registered Nov 2, 2017 (0 days) · Wirehouse to wirehouse · moved with a team
M••••• S•••••• • C•• L•• to M••••• S••••••
left Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to M••••• S•••••• • C•• L••
left May 6, 2008, registered May 2, 2008 (-4 days) · Other

Signals

G•••• B••••••• left W•••• F•••• A••••••• for C••••••••• I••••••••• A•••••••• L•• (registered 2023-07-12)
Aug 7, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 19derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address