M••• G• G••••

Advisor at G•••• W••••• M••••••••• L••

••• Locked

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:4d19950d-539f-b7e4-cdcc-d00d0ba81d8a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 14, 2013 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•••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 29, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W••••• M•••••••••	Independent wealth	Aug 12, 2024	n/a	yes	BROOKLYN, NY\|San Antonio, TX	Current employment
G•••• W••••• M••••••••• L••	State registered	Jan 3, 2014	n/a	yes	SAN ANTONIO, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••	G•••• W••••• M••••••••• L••	Dec 31, 2013	Jan 3, 2014	3	Firm change	Other

Relationships

Registered with (3)

→ M•••••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 12, 2024 to presentfactForm ADV
→ G•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 3, 2014 to presentfactForm ADV
→ S••Registered adviserregistration: previous registration
Feb 14, 2013 to Dec 31, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d19950d-539f-b7e4-cdcc-d00d0ba81d8a
First observed: Feb 14, 2013
Last observed: Sep 15, 2026 7 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.