DFX Intelligence

A••••• S•••••• B••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)14 years in industry

A••••• S•••••• B••••••••

Advisor at G••••• W••••• M••••••••• I•••

LANCASTER, PA

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Search this name across graphsid dfx:ria:6ad66b1a-219d-7a6c-52d2-98d13ab94d7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 24, 2012 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••••• W••••• M••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 23, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
P••••••• W••••• A•••••••• L••	State registered	Jul 18, 2014	n/a	yes	LANCASTER, PA	Current employment
G••••• W••••• M••••••••• I•••	Bd affiliated wealth	Jul 10, 2014	n/a	yes	LANCASTER, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J• W• C••• A•••••••• I•••	G••••• W••••• M••••••••• I•••	Dec 20, 2013	Jul 10, 2014	202	Firm change	Other

Relationships

Registered with (3)

→ P••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jul 18, 2014 to presentfactForm ADV
→ G••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Jul 10, 2014 to presentfactForm ADV
→ J• W• C••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 24, 2012 to Dec 20, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ad66b1a-219d-7a6c-52d2-98d13ab94d7d
First observed: Feb 24, 2012
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.