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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant26 years in industry

F•••• M•••••• G••••••••

Advisor at W••••••••• A••••••• P••••••• L••

MARLTON, NJ | WEST CHESTER, PA

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Search this name across graphsid dfx:ria:5091daa2-7176-89f1-fea7-4a9087303ad3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jun 27, 2006 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: W••••••••• A••••••• P••••••• 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: Jan 13, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom 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
W••••••••• A••••••• P••••••• L••	Bd affiliated wealth	May 4, 2021	n/a	yes	MARLTON, NJ\|WEST CHESTER, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 7, 2017	Sep 26, 2017	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
G••• L••• A•••••••• L••	L•• F•••••••• L••	May 7, 2021	Aug 7, 2017	-1,369	Firm change after gap	Other
L•• F•••••••• L••	W••••••••• A••••••• P••••••• L••	Sep 26, 2017

Relationships

Registered with (4)

→ W••••••••• A••••••• P••••••• L••Registered adviserregistration: current employment
May 4, 2021 to presentfactForm ADV
→ G••• L••• A•••••••• L••Registered adviserregistration: previous registration
Sep 9, 2015 to May 7, 2021factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 7, 2017 to Sep 26, 2017factForm ADV
→ A•••••• A••••••• S•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5091daa2-7176-89f1-fea7-4a9087303ad3
First observed: Jun 27, 2006
Last observed: Sep 14, 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.