DFX Intelligence

G•••• E••••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

G•••• E••••• C••••••

Advisor at W••••••••• C•••••• M••••••••• L••

NEW ALBANY, IN | Clarksville, IN

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Search this name across graphsid dfx:ria:73498078-6ac7-1671-c170-e987f90ec282

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Aug 29, 2007 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••••••••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 1, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• C•••••• M••••••••• L••	State registered	Aug 30, 2021	n/a	yes	NEW ALBANY, IN\|Clarksville, IN	Current employment
B••••••••• C•••••• M••••••••• L••	Independent wealth	Jan 16, 2014	Feb 2, 2023	no	New Albany, IN\|CLARKSVILLE, IN\|WHEATON, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• C•••••• M••••••••• L••	W••••••••• C•••••• M••••••••• L••	Feb 2, 2023	Aug 30, 2021	-521	Firm change after gap	RIA to state RIA
R••• F•••••••• G••••• L••	B••••••••• C•••••• M••••••••• L••	Mar 1, 2013	Jan 16, 2014

Relationships

Registered with (3)

→ W••••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Aug 30, 2021 to presentfactForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 16, 2014 to Feb 2, 2023factForm ADV
→ R••• F•••••••• G••••• L••Registered adviserregistration: previous registration
Nov 6, 2009 to Mar 1, 2013factForm ADV

Dated events

Occurred
Feb 2, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73498078-6ac7-1671-c170-e987f90ec282
First observed: Aug 29, 2007
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.