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

C••••••••• G••••

M••••• G••••• A••••••• I•••independent RIALos Angeles, Ca IA-onlyIAPD 6568916

Certified Financial Planner

Feed of 09/15/2026

Also filed as Christopher Jordan Gomez

At current firm

1 y

since Jun 5, 2025

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, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• G••••• A••••••• I••• independent RIA current
since Jun 5, 2025 · Los Angeles, Ca
S•••••••• A••••••• L•• national BD
Mar 31, 2025 to Jun 12, 2025 · Santa Monica, Ca
F••••••• P••••••• A•• W•••••••• A••••••• former
Aug 15, 2022 to Mar 31, 2025 · Santa Monica, Ca
E•••••• C•••••• M••••••••• L•• former
Dec 16, 2021 to Aug 3, 2022 · Rolling Hills, Ca
E• W••••• A••••••• independent RIA
Jun 16, 2021 to Nov 12, 2021 · Torrance, Ca
E•••••• C•••••• M••••••••• L•• former
Aug 21, 2017 to Mar 10, 2021 · Torrance, Ca

Moves

a registration end followed by a registration begin elsewhere

S•••••••• A••••••• L•• to M••••• G••••• A••••••• I•••
left Jun 12, 2025, registered Jun 5, 2025 (-7 days) · Affiliated broker-dealer or bank to independent RIA
F••••••• P••••••• A•• W•••••••• A••••••• to S•••••••• A••••••• L••
left Mar 31, 2025, registered Mar 31, 2025 (0 days) · corporate re-registration, not a move
E•••••• C•••••• M••••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••
left Aug 3, 2022, registered Aug 15, 2022 (12 days) · RIA to affiliated broker-dealer or bank
E• W••••• A••••••• to E•••••• C•••••• M••••••••• L••
left Nov 12, 2021, registered Dec 16, 2021 (34 days) · RIA to RIA
E•••••• C•••••• M••••••••• L•• to E• W••••• A•••••••
left Mar 10, 2021, registered Jun 16, 2021 (98 days) · RIA to RIA

Signals

C••••••••• G•••• left S•••••••• A••••••• L•• for M••••• G••••• A••••••• I••• (registered 2025-06-05)
Jun 12, 2025 · Advisor changed firm · fact
C••••••••• G•••• left E•••••• C•••••• M••••••••• L•• for F••••••• P••••••• A•• W•••••••• A••••••• (registered 2022-08-15)
Aug 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: Independent wealth managerderived
Years in industry: 13derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address