DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

T••••• M••• G••••••••

Advisor at G•••• V••••• A•••••• G••••• L••

BERWYN, PA | NEWTOWN, PA

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Search this name across graphsid dfx:ria:74c6a21f-c6cd-c491-53fc-731e1b999eca

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Mar 27, 2001 to Sep 15, 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•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 25, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Jun 24, 2015	n/a	yes	NEWTOWN, PA\|BERWYN, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 8, 2009	Apr 22, 2016	no	NEWTOWN, PA\|NEW HOPE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	G•••• V••••• A•••••• G••••• L••	Apr 22, 2016	Jun 24, 2015	-303	Firm change after gap	Other
S•••••••• W••••• A••••••• G••••	A••••••••• S••••••••• C••••	Dec 11, 2009	Dec 22, 2008

Relationships

Registered with (6)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Jun 24, 2015 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 8, 2009 to Apr 22, 2016factForm ADV
→ S•••••••• W••••• A••••••• G••••Registered adviserregistration: previous registration
Feb 11, 2008 to Dec 11, 2009factForm ADV
→ A••••••••• S••••••••• C••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74c6a21f-c6cd-c491-53fc-731e1b999eca
First observed: Mar 27, 2001
Last observed: Sep 15, 2026 7 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.