A••• T••••• C••

Advisor at G••••• V••• C•••••• M••••••••• L••

WAUKESHA, WI | HONOLULU, HI

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:7b62162f-0db5-a65c-364a-70fb8c265312

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:40 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 30, 2021 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••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• V••• C•••••• M••••••••• L••	Independent wealth	Apr 28, 2025	n/a	yes	HONOLULU, HI\|WAUKESHA, WI	Current employment
A•••••• F••••••••• I•••	Independent wealth	May 18, 2023	Apr 21, 2025	no	FOUNTAIN HILLS, AZ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• F••••••••• I•••	G••••• V••• C•••••• M••••••••• L••	Apr 21, 2025	Apr 28, 2025	7	Firm change	RIA to RIA
A•••••••• C•••••• M•••••••••	A•••••• F••••••••• I•••	May 15, 2023	May 18, 2023

Relationships

Registered with (3)

→ G••••• V••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 28, 2025 to presentfactForm ADV
→ A•••••• F••••••••• I•••Registered adviserregistration: previous registration
May 18, 2023 to Apr 21, 2025factForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Jun 30, 2021 to May 15, 2023factForm ADV

Dated events

Occurred
Apr 21, 2025
Advisor changed firm
A••• T••••• C•• left A•••••• F••••••••• I••• for G••••• V••• C•••••• M••••••••• L•• (registered 2025-04-28)
Form ADVobserved 7 days ago
Occurred
May 15, 2023
Advisor changed firm
A••• T••••• C•• left A•••••••• C•••••• M••••••••• for A•••••• F••••••••• I••• (registered 2023-05-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7b62162f-0db5-a65c-364a-70fb8c265312
First observed: Jun 30, 2021
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.