DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

F•••• A••••• M••••••

Advisor at G••••• C•••••• L••

WEST CHESTER, PA

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Search this name across graphsid dfx:ria:1e319fc5-a7c9-318c-2b3c-24973be90535

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 16, 2014 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: G••••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Sep 16, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• C•••••• L••	State registered	Dec 14, 2022	n/a	yes	WEST CHESTER, PA	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Sep 16, 2014	Jan 13, 2016	no	Berwyn, PA\|WAYNE, PA\|MEDIA, PA\|PHILADELPHIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	G••••• C•••••• L••	Jan 13, 2016	Dec 14, 2022	2,527	Firm change after gap	Other

Relationships

Registered with (2)

→ G••••• C•••••• L••Registered adviserregistration: current employment
Dec 14, 2022 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Sep 16, 2014 to Jan 13, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1e319fc5-a7c9-318c-2b3c-24973be90535
First observed: Sep 16, 2014
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.