DFX Intelligence

G••••• G•••••• B•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

G••••• G•••••• B•••••••

Advisor at L•• F•••••••• L••

VIENNA, VA

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Search this name across graphsid dfx:ria:003074a4-42b9-5700-c5e3-ddbd47265395

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Aug 14, 2001 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 9, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Feb 28, 2014	n/a	yes	VIENNA, VA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Oct 3, 2008	Feb 27, 2014	no	VIENNA, VA\|VIENNA, VA\|VIENNA, VA\|MANASSAS, VA\|SAN DIEGO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• I••••••••• S•••••••• I•••	L•• F•••••••• L••	Oct 3, 2008	Oct 3, 2008	0	Firm change	Other
W•••• F•••• A•••••••	B••• I••••••••• S•••••••• I•••	Jul 20, 2004	Sep 26, 2006

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 3, 2008 to Feb 27, 2014factForm ADV
→ B••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 26, 2006 to Oct 3, 2008factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 1, 2003 to Jul 20, 2004factForm ADV
→ P••••••••• E••••• G••••• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:003074a4-42b9-5700-c5e3-ddbd47265395
First observed: Aug 14, 2001
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.