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

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RIA / WealthAdvisor25 years in industry

G•• A••••• A••••••••

Advisor at A••••••• A••••• L••

West Windsor, VT | HOLLAND, MI

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Search this name across graphsid dfx:ria:10368744-4172-5698-ede8-b51208cc7268

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Aug 2, 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: A••••••• A••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 6, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• A••••• L••	Independent wealth	Jan 1, 2025	n/a	yes	HOLLAND, MI\|West Windsor, VT	Current employment
T•• P•••••• F•••••••• G••••• L••	Independent wealth	Mar 12, 2021	Feb 1, 2023	no	WALPOLE, MA\|West Windsor, VT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• P•••••• F•••••••• G••••• L••	A••••••• A••••• L••	Feb 1, 2023	Jan 1, 2025	700	Firm change after gap	RIA to RIA
E•• F•••••••• A•••••••	T•• P•••••• F•••••••• G••••• L••	Jul 25, 2019	Jul 29, 2019

Relationships

Registered with (5)

→ A••••••• A••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ T•• P•••••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Mar 12, 2021 to Feb 1, 2023factForm ADV
→ E•• F•••••••• A•••••••Registered adviserregistration: previous registration
Dec 10, 2014 to Jul 25, 2019factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Occurred
Feb 1, 2023
Advisor changed firm
G•• A••••• A•••••••• left T•• P•••••• F•••••••• G••••• L•• for A••••••• A••••• L•• (registered 2025-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10368744-4172-5698-ede8-b51208cc7268
First observed: Aug 2, 2001
Last observed: Sep 14, 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.