DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

G••••• M•••••• B•••••

Advisor at W•••••••• A••••••• G•••• L••

COLUMBIA, MO

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Search this name across graphsid dfx:ria:58f3bd76-5f72-4d73-e1a8-ef54384ec34c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 3, 2023 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: W•••••••• A••••••• G•••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
W•••••••• A••••••• G•••• L••	Independent wealth	Feb 16, 2025	n/a	yes	COLUMBIA, MO	Current employment
W• W••••• P••••••• L••	Former SEC adviser	Apr 3, 2023	Mar 27, 2025	no	COLUMBIA, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W• W••••• P••••••• L••	W•••••••• A••••••• G•••• L••	Mar 27, 2025	Feb 16, 2025	-39	Firm change after gap	RIA to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
306951:334668:MO:2025-03-27	Mar 27, 2025	Feb 16, 2025	COLUMBIA, MO	Firm change after gap

Relationships

Registered with (2)

→ W•••••••• A••••••• G•••• L••Registered adviserregistration: current employment
Feb 16, 2025 to presentfactForm ADV
→ W• W••••• P••••••• L••Registered adviserregistration: previous registration
Apr 3, 2023 to Mar 27, 2025factForm ADV

Dated events

Occurred
Mar 27, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58f3bd76-5f72-4d73-e1a8-ef54384ec34c
First observed: Apr 3, 2023
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.