DFX Intelligence

D•••• F•••• R••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)29 years in industry

D•••• F•••• R••••••

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

BERWYN, PA | DOYLESTOWN, PA

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Search this name across graphsid dfx:ria:582e5027-63e3-8fc2-d823-0daa03bc2fba

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:57 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 30, 2002 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: May 27, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Nov 12, 2014	n/a	yes	DOYLESTOWN, PA\|BERWYN, PA	Current employment
P•• W••••• M•••••••••	Bd affiliated wealth	Dec 8, 2006	Aug 13, 2014	no	NEW HOPE, PA\|YARDLEY, PA\|NEWTOWN, PA\|YARDLEY, PA\|LANGHORNE, PA\|HOLLAND, PA\|WARMINSTER, PA\|NEW HOPE, PA\|PHILADELPHIA, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	G•••• V••••• A•••••• G••••• L••	Aug 13, 2014	Nov 12, 2014	91	Firm change	Other
E•••••••• A•••••••• L••	P•• W••••• M•••••••••	Nov 22, 2006	Dec 8, 2006

Relationships

Registered with (3)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Nov 12, 2014 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Dec 8, 2006 to Aug 13, 2014factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 30, 2002 to Nov 22, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:582e5027-63e3-8fc2-d823-0daa03bc2fba
First observed: Jul 30, 2002
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.