R•••• G•• B••••

Advisor at A•••• A••••••• G•••• L••

GIG HARBOR, WA

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Search this name across graphsid dfx:ria:512647e7-27ff-74d3-5501-4150ea45f2a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 24, 2024 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: A•••• A••••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 11, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• A••••••• G•••• L••	Independent wealth	Nov 19, 2024	n/a	yes	GIG HARBOR, WA	Current employment
A••••••• L••	n/a	Jun 24, 2024	Aug 10, 2026	no	GIG HARBOR, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• L••	A•••• A••••••• G•••• L••	Aug 10, 2026	Nov 19, 2024	-629	Firm change after gap	Other

Relationships

Registered with (2)

→ A•••• A••••••• G•••• L••Registered adviserregistration: current employment
Nov 19, 2024 to presentfactForm ADV
→ A••••••• L••Registered adviserregistration: previous registration
Jun 24, 2024 to Aug 10, 2026factForm ADV

Dated events

Occurred
Aug 10, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:512647e7-27ff-74d3-5501-4150ea45f2a1
First observed: Jun 24, 2024
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.