DFX Intelligence

G••••• L••• F••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

G••••• L••• F••••••

Advisor at A••••• T••••• P•••••• W•••••

Aberdeen, WA | SCOTTSDALE, AZ

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 27, 2006 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: A••••• T••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom 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
A••••• T••••• P•••••• W•••••	Independent wealth	Nov 8, 2022	n/a	yes	SCOTTSDALE, AZ\|Aberdeen, WA	Current employment
E••••• J••••	National bd RIA	Jan 27, 2006	Aug 5, 2022	no	ABERDEEN, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	A••••• T••••• P•••••• W•••••	Aug 5, 2022	Nov 8, 2022	95	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ A••••• T••••• P•••••• W•••••Registered adviserregistration: current employment
Nov 8, 2022 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 27, 2006 to Aug 5, 2022factForm ADV

Dated events

Order

Occurred
5 Aug 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 27, 2006
Last observed: Sep 15, 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.