P•••• L• L••••

Advisor at G••••••••• L••

STAFFORD, VA

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:53a05d6c-fd4e-8fa8-c021-b3bd7118de61

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 28, 2013 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: G••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 28, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••••• L••	State registered	Jun 24, 2016	n/a	yes	STAFFORD, VA	Current employment
V••••• C•••••• M••••••••• L••	Independent wealth	Nov 17, 2015	Jun 3, 2016	no	Stafford, VA\|BRENTWOOD, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• C•••••• M••••••••• L••	G••••••••• L••	Jun 3, 2016	Jun 24, 2016	21	Firm change	Other
B••••••••• C•••••• M••••••••• L••	V••••• C•••••• M••••••••• L••	Nov 16, 2015	Nov 17, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
167816:281977:TN:2016-06-02	Jun 3, 2016	Jun 24, 2016	BRENTWOOD, TN	Firm change
141413:167816:IL:2015-11-16	Nov 16, 2015	Nov 17, 2015	WHEATON, IL	Firm change

Relationships

Registered with (4)

→ G••••••••• L••Registered adviserregistration: current employment
Jun 24, 2016 to presentfactForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 17, 2015 to Jun 3, 2016factForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 13, 2013 to Nov 16, 2015factForm ADV
→ P••••••••• C•••••• A•••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53a05d6c-fd4e-8fa8-c021-b3bd7118de61
First observed: Feb 28, 2013
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.