DFX Intelligence

G••••• R••••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

G••••• R••••• P••••

Advisor at G•••• V••••• A•••••• G••••• L••

Sparta, NJ | BERWYN, PA

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Search this name across graphsid dfx:ria:57bdfc55-bfa7-35d6-6161-55a59abd2c59

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: May 18, 2015 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•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 28, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Nov 7, 2025	n/a	yes	BERWYN, PA\|Sparta, NJ	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Oct 16, 2024	Nov 17, 2025	no	Sparta, NJ\|SAN DIEGO, CA\|Newton, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	G•••• V••••• A•••••• G••••• L••	Nov 17, 2025	Nov 7, 2025	-10	Firm change	Ibd to RIA
J• W• C••• A•••••••• I•••	L•• F•••••••• L••	Oct 24, 2024	Oct 16, 2024

Relationships

Registered with (5)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Jan 4, 2021 to Sep 5, 2023factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 16, 2024 to Nov 17, 2025factForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 11, 2023 to Oct 24, 2024factForm ADV
→ T••••• C•••••• M••••••••• L••

Dated events

Occurred
Nov 17, 2025
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago
Occurred
Oct 24, 2024
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago
Occurred
Sep 5, 2023
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:57bdfc55-bfa7-35d6-6161-55a59abd2c59
First observed: May 18, 2015
Last observed: Sep 15, 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.