DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)15 years in industry

M••• A•••••• R•••••••

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

BERWYN, PA | Perry Hall, MD

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:24b0199e-b414-4e20-b9ac-f7fdc9c11ce0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Dec 7, 2010 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: Dec 6, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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 16, 2025	n/a	yes	BERWYN, PA\|Perry Hall, MD	Current employment
M••••••• F•••••••• G••••• I•••	Former SEC adviser	Nov 22, 2021	Feb 19, 2025	no	ROCKVILLE, MD\|Perry Hall, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• F•••••••• G••••• I•••	G•••• V••••• A•••••• G••••• L••	Feb 19, 2025	Feb 16, 2025	-3	Firm change	RIA to RIA
M•• I•••••••• S•••••••• L••	M••••••• F•••••••• G••••• I•••	Nov 23, 2021	Nov 22, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
122320:123913:MD:2025-02-19	Feb 19, 2025	Feb 16, 2025	ROCKVILLE, MD	Firm change
10409:122320:MD:2021-11-23	Nov 23, 2021	Nov 22, 2021	HUNT V•••••, MD	Firm change

Relationships

Registered with (5)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Feb 16, 2025 to presentfactForm ADV
→ M••••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Nov 22, 2021 to Feb 19, 2025factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 25, 2017 to Nov 23, 2021factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

Occurred
Feb 19, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24b0199e-b414-4e20-b9ac-f7fdc9c11ce0
First observed: Dec 7, 2010
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.