DFX Intelligence
Reading the graph
Reading the graph
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Advisor at G•••• V••••• A•••••• G••••• L••
Forest Hill, MD | BERWYN, PA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| G•••• V••••• A•••••• G••••• L•• | Independent wealth | Feb 15, 2025 | n/a | yes | Forest Hill, MD|BERWYN, PA | Current employment |
| M••••••• F•••••••• G••••• I••• | Former SEC adviser | Nov 22, 2021 | Feb 19, 2025 | no | ROCKVILLE, MD|Belair, MD|PERRY HALL, MD |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M••••••• F•••••••• G••••• I••• | G•••• V••••• A•••••• G••••• L•• | Feb 19, 2025 | Feb 15, 2025 | -4 | Firm change | RIA to RIA |
| M•• I•••••••• S•••••••• L•• | M••••••• F•••••••• G••••• I••• | Nov 23, 2021 | Nov 22, 2021 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 122320:123913:MD:2025-02-19 | Feb 19, 2025 | Feb 15, 2025 | PERRY HALL, MD | Firm change |
| 10409:122320:MD:2021-11-23 | Nov 23, 2021 | Nov 22, 2021 | HUNT V•••••, MD | Firm change |
| M•• I•••••••• S•••••••• L•• | Bd affiliated wealth | Mar 25, 2017 | Nov 23, 2021 | no | Baltimore, MD|HUNT V•••••, MD | Previous registration |
| M•• F•••••••• S•••••••• I••• | Former SEC adviser | Sep 14, 2011 | Mar 25, 2017 | no | ELKRIDGE, MD|Baltimore, MD | Previous registration |
| -1 |
| Firm change |
| Ibd to RIA |
| M•• F•••••••• S•••••••• I••• | M•• I•••••••• S•••••••• L•• | Mar 25, 2017 | Mar 25, 2017 | 0 | Bulk transfer | Other |