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

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RIA / WealthAdvisor16 years in industry

G•••••• P••• R••••

Advisor at A• W••••• M••••••••• L••

Baton Rouge, LA | Metaire, LA | Gulfport, MS | Mandeville, LA

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:44c560c4-0757-bb90-447a-4da1b52e8661

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 4, 2012 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• W••••• M••••••••• 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: Mar 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 7derivedfrom 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
A• W••••• M••••••••• L••	Bd affiliated wealth	May 7, 2019	n/a	yes	Metaire, LA\|Baton Rouge, LA\|Gulfport, MS\|Mandeville, LA	Current employment
J• W• C••• A•••••••• I•••	Bd affiliated wealth	Apr 17, 2019	May 8, 2019	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
J• W• C••• A•••••••• I•••	A• W••••• M••••••••• L••	May 8, 2019	May 7, 2019	-1	Firm change	Ibd to RIA
G••••• F•••••••• P•••••• C••••••• I•••	J• W• C••• A•••••••• I•••	Apr 23, 2019

Team moves

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

Team	Left	Joined	From	Kind
112294:282580:FL:2019-05-08	May 8, 2019	May 7, 2019	TAMPA, FL	Firm change
159495:132070:LA:2017-11-29	Nov 29, 2017	Oct 31, 2017	METAIRIE, LA	Firm change

Relationships

Registered with (4)

→ A• W••••• M••••••••• L••Registered adviserregistration: current employment
May 7, 2019 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 17, 2019 to May 8, 2019factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Oct 31, 2017 to Apr 23, 2019factForm ADV
→ G•••••• R•••• L•• D•• G•••••• R•••• • A•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44c560c4-0757-bb90-447a-4da1b52e8661
First observed: Jun 4, 2012
Last observed: Sep 15, 2026 6 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.