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G••• A••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

G••• A••• P••••

Advisor at L•• F•••••••• L••

SUMMERVILLE, SC

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:3b9131f9-20ae-7523-1c32-4115fcd53b8e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:14 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 15, 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 11, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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
L•• F•••••••• L••	Bd affiliated wealth	Sep 17, 2025	n/a	yes	SUMMERVILLE, SC	Current employment
P•••••• W••••• P•••••••• L••	State registered	Jul 26, 2019	Oct 16, 2025	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
P•••••• W••••• P•••••••• L••	L•• F•••••••• L••	Oct 16, 2025	Sep 17, 2025	-29	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	P•••••• W••••• P•••••••• L••	May 18, 2016

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
171695:6413:SC:2025-10-16	Oct 16, 2025	Sep 17, 2025	CHARLESTON, SC	Firm change

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Sep 17, 2025 to presentfactForm ADV
→ P•••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Jul 26, 2019 to Oct 16, 2025factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 15, 2014 to May 18, 2016factForm ADV

Dated events

Occurred
Oct 16, 2025
Advisor changed firm
G••• A••• P•••• left P•••••• W••••• P•••••••• L•• for L•• F•••••••• L•• (registered 2025-09-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b9131f9-20ae-7523-1c32-4115fcd53b8e
First observed: Apr 15, 2014
Last observed: Sep 14, 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.