DFX Intelligence

H• P••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

H• P••• F•••••••

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

BERWYN, PA | Middletown, DE

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Search this name across graphsid dfx:ria:4b7b0481-6ba3-3e68-fdec-c53037c15876

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:24 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Feb 15, 2022 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: G•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Feb 3, 2025	n/a	yes	Middletown, DE\|BERWYN, PA	Current employment
M••••••• F•••••••• G••••• I•••	Former SEC adviser	Apr 12, 2022	Feb 19, 2025	no	ROCKVILLE, MD\|Newark,, DE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• F•••••••• G••••• I•••	G•••• V••••• A•••••• G••••• L••	Feb 19, 2025	Feb 3, 2025	-16	Firm change	RIA to RIA
H•••••• T••••••• • K•••• L••	M••••••• F•••••••• G••••• I•••	Mar 25, 2022	Apr 12, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
122320:123913:MD:2025-02-19	Feb 19, 2025	Feb 3, 2025	ROCKVILLE, MD	Firm change
4031:122320:DE:2022-03-25	Mar 25, 2022	Apr 12, 2022	WILMINGTON, DE	Firm change

Relationships

Registered with (3)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Feb 3, 2025 to presentfactForm ADV
→ M••••••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Apr 12, 2022 to Feb 19, 2025factForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
Feb 15, 2022 to Mar 25, 2022factForm ADV

Dated events

Occurred
Feb 19, 2025
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago
Occurred
Mar 25, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4b7b0481-6ba3-3e68-fdec-c53037c15876
First observed: Feb 15, 2022
Last observed: Sep 15, 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.