DFX Intelligence

E••• B•••• P••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

E••• B•••• P••••••

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

Berwyn, PA | BERWYN, PA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 28, 2005 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: G•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 5, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Dec 14, 2022	n/a	yes	Berwyn, PA\|BERWYN, PA	Current employment
G•••••• C•••••• P••••••• L••	n/a	Mar 28, 2005	Dec 31, 2022	no	WEST CHESTER, PA\|GLENMOORE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• C•••••• P••••••• L••	G•••• V••••• A•••••• G••••• L••	Dec 31, 2022	Dec 14, 2022	-17	Firm change	Other

Relationships

Registered with (2)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Dec 14, 2022 to presentfactForm ADV
→ G•••••• C•••••• P••••••• L••Registered adviserregistration: previous registration
Mar 28, 2005 to Dec 31, 2022factForm ADV

Dated events

Order

Occurred
31 Dec 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 28, 2005
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.