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

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RIA / WealthAdvisor29 years in industry

G••••• A•••• M•••••

Advisor at I••••• P••••••••• W•••••• L••

ASHEVILLE, NC | Lenoir, NC | MARIETTA, GA

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Search this name across graphsid dfx:ria:54fc0574-87ad-ae9e-3cd6-0c523f5b912a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:46 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 2, 2011 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: I••••• P••••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 12, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom 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
I••••• P••••••••• W•••••• L••	Independent wealth	Oct 22, 2025	n/a	yes	ASHEVILLE, NC\|MARIETTA, GA\|Lenoir, NC	Current employment
A•••••••• C•••••• M•••••••••	Independent wealth	Mar 21, 2018	Oct 16, 2025	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
A•••••••• C•••••• M•••••••••	I••••• P••••••••• W•••••• L••	Oct 16, 2025	Oct 22, 2025	6	Firm change	RIA to RIA
C••••• • A••••••••• I•••	A•••••••• C•••••• M•••••••••	Dec 13, 2017

Relationships

Registered with (6)

→ I••••• P••••••••• W•••••• L••Registered adviserregistration: current employment
Oct 22, 2025 to presentfactForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Mar 21, 2018 to Oct 16, 2025factForm ADV
→ C••••• • A••••••••• I•••Registered adviserregistration: previous registration
Sep 6, 2013 to Dec 13, 2017factForm ADV
→ C•••••• I••••••••• A••••••• S•••••••• L••

Dated events

Occurred
Oct 16, 2025
Advisor changed firm
G••••• A•••• M••••• left A•••••••• C•••••• M••••••••• for I••••• P••••••••• W•••••• L•• (registered 2025-10-22)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54fc0574-87ad-ae9e-3cd6-0c523f5b912a
First observed: Feb 2, 2011
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.