DFX Intelligence

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

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RIA / WealthAdvisor17 years in industry

G••••••• E•••• L•••••••••

Advisor at L••••••• C•••••• P••••••• G•••• L••

FLOWER MOUND, TX

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Search this name across graphsid dfx:ria:4cf4f516-0c00-c315-3459-da45cf695699

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 10, 2015 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: L••••••• C•••••• P••••••• G•••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••• C•••••• P••••••• G•••• L••	State registered	Dec 8, 2020	n/a	yes	FLOWER MOUND, TX	Current employment
B••••••••• W••••• A•••••••• L••	No RAUM reported	Jul 21, 2017	May 21, 2018	no	EDINA, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• W••••• A•••••••• L••	L••••••• C•••••• P••••••• G•••• L••	May 21, 2018	Dec 8, 2020	932	Firm change after gap	RIA to state RIA
G••••••• I••••••••• L••	B••••••••• W••••• A•••••••• L••	Jul 14, 2017	Jul 21, 2017

Relationships

Registered with (3)

→ L••••••• C•••••• P••••••• G•••• L••Registered adviserregistration: current employment
Dec 8, 2020 to presentfactForm ADV
→ B••••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 21, 2017 to May 21, 2018factForm ADV
→ G••••••• I••••••••• L••Registered adviserregistration: previous registration
Nov 10, 2015 to Jul 14, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4cf4f516-0c00-c315-3459-da45cf695699
First observed: Nov 10, 2015
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.