R••••• S••••

Advisor at W•••• G•••• C•••••• L••

Copley, OH

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Mar 9, 2012 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: W•••• G•••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 8, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
W•••• G•••• C•••••• L••	State registered	Jul 11, 2025	n/a	yes	Copley, OH	Current employment
A••••••• F••••••••• L•••	Bd affiliated wealth	Oct 17, 2023	Jun 16, 2025	no	Copley, OH\|FOLSOM, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• F••••••••• L•••	W•••• G•••• C•••••• L••	Jun 16, 2025	Jul 11, 2025	25	Firm change	Ibd to state RIA
A••••••• F•••••••• A•••••••	A••••••• F••••••••• L•••	Oct 6, 2023	Oct 17, 2023

Relationships

Registered with (5)

→ W•••• G•••• C•••••• L••Registered adviserregistration: previous registration
Sep 8, 2016 to Dec 3, 2018factForm ADV
→ A••••••• F••••••••• L•••Registered adviserregistration: previous registration
Oct 17, 2023 to Jun 16, 2025factForm ADV
→ A••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
May 20, 2020 to Oct 6, 2023factForm ADV
→ C••••• A•••••• N••••••• L••

Dated events

Occurred
Jun 16, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 6, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 9, 2012
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.