J••• H•••••

Advisor at G•••• V••••• A•••••• G••••• L••

BERWYN, PA | Middletown, DE

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:00c13b91-80e0-e6dd-0225-71ee5a5e50ff

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 7, 2011 to Sep 15, 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: G•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Feb 3, 2025	n/a	yes	Middletown, DE\|BERWYN, PA	Current employment
M••••••• F•••••••• G••••• I•••	Former SEC adviser	Apr 4, 2022	Feb 20, 2025	no	Middletown, DE\|ROCKVILLE, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• F•••••••• G••••• I•••	G•••• V••••• A•••••• G••••• L••	Feb 20, 2025	Feb 3, 2025	-17	Firm change	RIA to RIA
H•••••• T••••••• • K•••• L••	M••••••• F•••••••• G••••• I•••	Mar 25, 2022	Apr 4, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
122320:123913:MD:2025-02-19	Feb 20, 2025	Feb 3, 2025	ROCKVILLE, MD	Firm change
4031:122320:DE:2022-03-25	Mar 25, 2022	Apr 4, 2022	WILMINGTON, DE	Firm change

Relationships

Registered with (5)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Feb 3, 2025 to presentfactForm ADV
→ M••••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Apr 4, 2022 to Feb 20, 2025factForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
May 3, 2018 to Mar 25, 2022factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Feb 20, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 25, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00c13b91-80e0-e6dd-0225-71ee5a5e50ff
First observed: Mar 7, 2011
Last observed: Sep 15, 2026 8 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.