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R•••••• V•••••• I••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

R•••••• V•••••• I••••••••

Advisor at G••••• R••••••••• P••••••• L••

Blue Bell, PA | SAN RAFAEL, CA

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Search this name across graphsid dfx:ria:2cfe409d-fa88-f5fa-bf38-bc64de08c61c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 29, 2018 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••••• R••••••••• P••••••• L••
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom 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
G••••• R••••••••• P••••••• L••	Institutional manager	Oct 29, 2024	n/a	yes	SAN RAFAEL, CA\|Blue Bell, PA	Current employment
F••••••• P••••••• A•• W•••••••• A•••••••	Former SEC adviser	Nov 29, 2018	Jan 8, 2024	no

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
F••••••• P••••••• A•• W•••••••• A•••••••	G••••• R••••••••• P••••••• L••	Jan 8, 2024	Oct 29, 2024	295	Firm change	Other

Relationships

Registered with (2)

→ G••••• R••••••••• P••••••• L••Registered adviserregistration: current employment
Oct 29, 2024 to presentfactForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Nov 29, 2018 to Jan 8, 2024factForm ADV

Dated events

Occurred
Jan 8, 2024
Advisor changed firm
R•••••• V•••••• I•••••••• left F••••••• P••••••• A•• W•••••••• A••••••• for G••••• R••••••••• P••••••• L•• (registered 2024-10-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2cfe409d-fa88-f5fa-bf38-bc64de08c61c
First observed: Nov 29, 2018
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.