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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst30 years in industry

G••••• R••••• T••••••

Advisor at G•••• J••••••• W••••• A•••••••

REISTERSTOWN, MD | DENVER, CO | OWINGS MILLS, MD

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Search this name across graphsid dfx:ria:1b0a7d5c-e12b-be17-2a7d-ba8cfc5c06e9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 15, 2000 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•••• J••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 3, 1996earliest registration or exam on IAPD
Years in industry: 30derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Dec 22, 2025	n/a	yes	REISTERSTOWN, MD\|DENVER, CO	Current employment
G•••• J••••••• W••••• A•••••••	Independent wealth	Oct 4, 2021	n/a	yes

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
W••• C•••••• P•••••••• L••	G•••• J••••••• W••••• A•••••••	Sep 30, 2021	Oct 4, 2021	4	Firm change	RIA to RIA
C••••••••• I••••••••• L••	W••• C•••••• P•••••••• L••	Jul 25, 2019

Relationships

Registered with (5)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Dec 22, 2025 to presentfactForm ADV
→ G•••• J••••••• W••••• A•••••••Registered adviserregistration: current employment
Oct 4, 2021 to presentfactForm ADV
→ W••• C•••••• P•••••••• L••Registered adviserregistration: previous registration
Sep 24, 2019 to Sep 30, 2021factForm ADV
→ C••••••••• I••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b0a7d5c-e12b-be17-2a7d-ba8cfc5c06e9
First observed: Mar 15, 2000
Last observed: Sep 15, 2026 7 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.