DFX Intelligence

G•••••• M••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor29 years in industry

G•••••• M••• W•••••

Advisor at G••• W•••••• P•••••• W••••• M••••••••• G••••

FISHERS, IN

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Search this name across graphsid dfx:ria:4a8173c3-04b9-ed43-1b33-9266590c6755

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 4, 2001 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••• W•••••• P•••••• W••••• M••••••••• G••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 25, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 21derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••• W•••••• P•••••• W••••• M••••••••• G••••	State registered	Jan 27, 2005	n/a	yes	FISHERS, IN	Current employment
A• G• E•••••• • S•••• I•••	n/a	Sep 4, 2001	Mar 5, 2004	no	INDIANAPOLIS, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• G• E•••••• • S•••• I•••	G••• W•••••• P•••••• W••••• M••••••••• G••••	Mar 5, 2004	Jan 27, 2005	328	Firm change	Other

Relationships

Registered with (2)

→ G••• W•••••• P•••••• W••••• M••••••••• G••••Registered adviserregistration: current employment
Jan 27, 2005 to presentfactForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
Sep 4, 2001 to Mar 5, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4a8173c3-04b9-ed43-1b33-9266590c6755
First observed: Sep 4, 2001
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.