DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
G••• T••••• C•••••••
Feed of 09/19/2026
Also filed as G••• T••••• C•••••••
At current firm
0 y
since Sep 18, 2026
In the industry
11 y
since Aug 1, 2015 (earliest exam, job or registration)
Prior registered firms
0
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- S••••••• F•••••••• S•••••••• I••• independent RIA currentsince Sep 18, 2026 · Akron, Oh
Moves
a registration end followed by a registration begin elsewhere
No firm change on the tape.
Signals
- G••• T••••• C••••••• registered as an investment adviser representative at S••••••• F•••••••• S•••••••• I•••Sep 18, 2026 · Advisor registered · 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
- 11derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address