R•••••• W•••

Advisor at G••••• P••••••••• L••

PHILADELPHIA, PA

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Search this name across graphsid dfx:ria:68386df8-0016-7b38-c4f0-c48ce7168ad8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 13, 2003 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••••• P••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 10, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• P••••••••• L••	State registered	Feb 12, 2010	n/a	yes	PHILADELPHIA, PA	Current employment
B••••••• A•••• M•••••••••	Former SEC adviser	Jan 13, 2003	Dec 31, 2003	no	ALLENTOWN, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• A•••• M•••••••••	G••••• P••••••••• L••	Dec 31, 2003	Feb 12, 2010	2,235	Firm change after gap	Other

Relationships

Registered with (2)

→ G••••• P••••••••• L••Registered adviserregistration: current employment
Feb 12, 2010 to presentfactForm ADV
→ B••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Jan 13, 2003 to Dec 31, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:68386df8-0016-7b38-c4f0-c48ce7168ad8
First observed: Jan 13, 2003
Last observed: Sep 14, 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.