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.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

G•••••••• E•••••••• G•••••

P•••••• F•••••••• P••••••• A•• W•••••• P•••formerJupiter, FlIA-onlyIAPD 6494485

Certified Financial Planner

Feed of 09/14/2026

Also filed as G•••••••• E•••••••• Roberts

At current firm

1 y

since Jul 28, 2025

In the industry

15 y

since Oct 1, 2010 (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

P•••••• F•••••••• P••••••• A•• W•••••• P••• former current
since Jul 28, 2025 · Jupiter, Fl
H••••••• C•••••• independent RIA
Nov 27, 2023 to Apr 16, 2025 · Columbus, Oh
B••••••••• P••••••• independent RIA
Oct 26, 2022 to Oct 13, 2023 · Palm Beach Gardens, Fl
H••• W••••• A••••••• independent RIA
Apr 11, 2016 to Oct 3, 2022 · Stuart, Fl

Moves

a registration end followed by a registration begin elsewhere

H••••••• C•••••• to P•••••• F•••••••• P••••••• A•• W•••••• P•••
left Apr 16, 2025, registered Jul 28, 2025 (103 days) · RIA to a newly registered adviser
B••••••••• P••••••• to H••••••• C••••••
left Oct 13, 2023, registered Nov 27, 2023 (45 days) · RIA to RIA
H••• W••••• A••••••• to B••••••••• P•••••••
left Oct 3, 2022, registered Oct 26, 2022 (23 days) · RIA to RIA

Signals

G•••••••• E•••••••• G••••• left H••••••• C•••••• for P•••••• F•••••••• P••••••• A•• W•••••• P••• (registered 2025-07-28)
Apr 16, 2025 · Advisor changed firm · fact
G•••••••• E•••••••• G••••• left B••••••••• P••••••• for H••••••• C•••••• (registered 2023-11-27)
Oct 13, 2023 · Advisor changed firm · fact
G•••••••• E•••••••• G••••• left H••• W••••• A••••••• for B••••••••• P••••••• (registered 2022-10-26)
Oct 3, 2022 · 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: Former SEC-registered adviserderived
Years in industry: 15derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address