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••• C••••

C••••••• P•••••••independent RIASan Diego, Ca IA-onlyIAPD 6354812

Certified Financial Planner

Feed of 09/14/2026

Also filed as Gina V Famiglietti

At current firm

1 y

since Nov 12, 2024

In the industry

13 y

since Jan 1, 2013 (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••••••• P••••••• independent RIA current
since Nov 12, 2024 · Overland Park, Ks
A••••••••• L••• other
May 31, 2024 to Oct 7, 2024 · San Diego, Ca
P••••••••• P••••••• • W••••• M••••••••• unclassified
Oct 20, 2023 to May 14, 2024 · San Diego, Ca
G•••• M• F••••••• state registered
May 14, 2021 to Jul 7, 2023 · Carlsbad, Ca
W••••••• F•••••••• S•••••••• I••• former
Apr 23, 2021 to Jul 7, 2023 · Carlsbad, Ca
W•••• F•••• A••••••• wirehouse
Dec 19, 2017 to Mar 31, 2021 · La Jolla, Ca
T• A••••••••• I••••••••• M••••••••• L•• former
Aug 18, 2017 to Nov 24, 2017 · San Diego, Ca
T• A••••••••• I••• former
Aug 18, 2017 to Nov 24, 2017 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

A••••••••• L••• to C••••••• P•••••••
left Oct 7, 2024, registered Nov 12, 2024 (36 days) · Other
P••••••••• P••••••• • W••••• M••••••••• to A••••••••• L•••
left May 14, 2024, registered May 31, 2024 (17 days) · Other
G•••• M• F••••••• to P••••••••• P••••••• • W••••• M•••••••••
left Jul 7, 2023, registered Oct 20, 2023 (105 days) · Other
W••••••• F•••••••• S•••••••• I••• to G•••• M• F•••••••
left Jul 7, 2023, registered May 14, 2021 (-784 days) · Affiliated broker-dealer or bank to a state-registered adviser
W•••• F•••• A••••••• to W••••••• F•••••••• S•••••••• I•••
left Mar 31, 2021, registered Apr 23, 2021 (23 days) · Wirehouse to affiliated broker-dealer or bank
T• A••••••••• I••• to T• A••••••••• I••••••••• M••••••••• L••
left Nov 24, 2017, registered Aug 18, 2017 (-98 days) · channel change inside one enterprise, not a move
T• A••••••••• I••••••••• M••••••••• L•• to W•••• F•••• A•••••••
left Nov 24, 2017, registered Dec 19, 2017 (25 days) · Other

Signals

G••• C•••• left A••••••••• L••• for C••••••• P••••••• (registered 2024-11-12)
Oct 7, 2024 · Advisor changed firm · fact
G••• C•••• left P••••••••• P••••••• • W••••• M••••••••• for A••••••••• L••• (registered 2024-05-31)
May 14, 2024 · Advisor changed firm · fact
G••• C•••• left W••••••• F•••••••• S•••••••• I••• for G•••• M• F••••••• (registered 2021-05-14)
Jul 7, 2023 · Advisor changed firm · fact
G••• C•••• left G•••• M• F••••••• for P••••••••• P••••••• • W••••• M••••••••• (registered 2023-10-20)
Jul 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: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address