B•••• W• L•••

Advisor at G•••••• W••••• A•••••••

TEMECULA, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6ecacc9d-df59-02d4-8804-bb80b9411de0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2009 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••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 9, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• W••••• A•••••••	State registered	Nov 21, 2025	n/a	yes	TEMECULA, CA	Current employment
L••••• W••••• A•••••••• I•••	Former SEC adviser	Mar 2, 2012	Apr 8, 2020	no	SOLANA BEACH, CA\|Murrieta, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• W••••• A•••••••• I•••	G•••••• W••••• A•••••••	Apr 8, 2020	Nov 21, 2025	2,053	Firm change after gap	RIA to state RIA
M••••• S••••••	L••••• W••••• A•••••••• I•••	Mar 5, 2012	Mar 2, 2012

Relationships

Registered with (5)

→ G•••••• W••••• A•••••••Registered adviserregistration: current employment
Nov 21, 2025 to presentfactForm ADV
→ L••••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 2, 2012 to Apr 8, 2020factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Mar 5, 2012factForm ADV
→ M••••• S•••••• • C•• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6ecacc9d-df59-02d4-8804-bb80b9411de0
First observed: Jan 14, 2009
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.