DFX Intelligence

G•• F•••••••• S••••••• O• G•• F••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM 100m 1b

G•• F•••••••• S••••••• O• G•• F••••••••

GAP FINANCIAL SERVICES, LLC, CRD 288703

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Search this name across graphsid dfx:ria:7fa87093-21ac-d32e-9309-a53d060bc503

Data as of Sep 11, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Sep 11, 2026 to Sep 11, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $132M••• Locked
Discretionary RAUM: $132M
Private client RAUM: $131Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Employees: 5
Advisory employees: 4
Offices

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
L•••• W•••••••••	n/a	AUSTIN, TX	9	17	n/a	no
J••••• W•••••••••	Certified Financial Planner\|Chartered Financial Consultant	AUSTIN, TX	7	24

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	2	0

Relationships

Registered with (4)

← J••••• A••••• M••••••••Advisorregistration: current employment
Jan 19, 2026 to presentfactForm ADV
← B••••••• V• J••••••Advisorregistration: current employment
Feb 14, 2024 to presentfactForm ADV
← J••••• W•••••••••Advisorregistration: current employment
Nov 23, 2018 to presentfactForm ADV
← L•••• W•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7fa87093-21ac-d32e-9309-a53d060bc503
First observed: Sep 11, 2026
Last observed: Sep 11, 2026 12 days ago
Source families: Federal regulator filings
3 registered feeds 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.