DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner14 years in industry

PETER MARTIN GARELICK

Advisor at GLOBAL FINANCIAL ADVISORY SERVICES, INC.

VALENCIA, CA | SHERMAN OAKS, CA

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:28a8103b-b13c-fb18-05f2-25ec8ca1ced7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 15, 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: GLOBAL FINANCIAL ADVISORY SERVICES, INC.
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: Oct 10, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 10, 2011
First registration: May 15, 2012
Dual registered: no
IAPD individual key: 5382966

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
GLOBAL FINANCIAL ADVISORY SERVICES, INC.	Independent wealth	Feb 23, 2015	n/a	yes	VALENCIA, CA\|SHERMAN OAKS, CA	Current employment
WESTERN INTERNATIONAL SECURITIES	Former SEC adviser	Aug 21, 2017	Jan 22, 2018	no	Clovis, CA\|Valencia, CA\|WESTLAKE VILLAGE, CA	Previous registration
FINANCIAL WEST GROUP	Former SEC adviser	Jan 5, 2015	Aug 21, 2017	no	VALENCIA, CA\|WESTLAKE VILLAGE, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	May 15, 2012	Aug 4, 2014	no	ENCINO, CA	Previous registration

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
WESTERN INTERNATIONAL SECURITIES	n/a	Jan 22, 2018	n/a	n/a	Departure no registered destination	Departure
FINANCIAL WEST GROUP	GLOBAL FINANCIAL ADVISORY SERVICES, INC.	Aug 21, 2017	Feb 23, 2015	-910	Firm change after gap	Other
LPL FINANCIAL LLC	FINANCIAL WEST GROUP	Aug 4, 2014	Jan 5, 2015	154	Firm change	Other

Relationships

Registered with (4)

→ GLOBAL FINANCIAL ADVISORY SERVICES, INC.Registered adviserregistration: current employment
Feb 23, 2015 to presentfactForm ADV
→ WESTERN INTERNATIONAL SECURITIESRegistered adviserregistration: previous registration
Aug 21, 2017 to Jan 22, 2018factForm ADV
→ FINANCIAL WEST GROUPRegistered adviserregistration: previous registration
Jan 5, 2015 to Aug 21, 2017factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
May 15, 2012 to Aug 4, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28a8103b-b13c-fb18-05f2-25ec8ca1ced7
First observed: May 15, 2012
Last observed: Sep 14, 2026 5 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.

PETER MARTIN GARELICK

Advisor at GLOBAL FINANCIAL ADVISORY SERVICES, INC.

VALENCIA, CA | SHERMAN OAKS, CA

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:28a8103b-b13c-fb18-05f2-25ec8ca1ced7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:02 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

GLOBAL FINANCIAL ADVISORY SERVICES, INC.

Independent wealth

Feb 23, 2015

n/a

yes

VALENCIA, CA|SHERMAN OAKS, CA

Current employment

WESTERN INTERNATIONAL SECURITIES

Former SEC adviser

Aug 21, 2017

Jan 22, 2018

Clovis, CA|Valencia, CA|WESTLAKE VILLAGE, CA

Previous registration

FINANCIAL WEST GROUP

Former SEC adviser

Jan 5, 2015

Aug 21, 2017

VALENCIA, CA|WESTLAKE VILLAGE, CA

Previous registration

LPL FINANCIAL LLC

Bd affiliated wealth

May 15, 2012

Aug 4, 2014

ENCINO, CA

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WESTERN INTERNATIONAL SECURITIES

n/a

Jan 22, 2018

n/a

Departure no registered destination

Departure

FINANCIAL WEST GROUP

GLOBAL FINANCIAL ADVISORY SERVICES, INC.

Aug 21, 2017

Feb 23, 2015

-910

Firm change after gap

Other

LPL FINANCIAL LLC

FINANCIAL WEST GROUP

Aug 4, 2014

Jan 5, 2015

154

Firm change

Other