DFX Intelligence

B•••• W••• W•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

B•••• W••• W•••••••

Advisor at G•••• W••••• M••••••••• L••

••• Locked

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 29, 2003 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•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 28, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• W••••• M••••••••• L••	Independent wealth	Apr 21, 2020	n/a	yes	ALPHARETTA, GA\|Burlington, WI\|Brookfield, WI\|Rockford, IL	Current employment
V•••••••• W••••• M••••••••• L••	Former SEC adviser	Apr 20, 2021	Aug 11, 2021	no	BURLINGTON, WI\|ALPHARETTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••••• W••••• M••••••••• L••	n/a	Aug 11, 2021	n/a	n/a	Departure no registered destination	Departure
G•••• L•••• W••••• M••••••••• L••	G•••• W••••• M••••••••• L••	Jun 30, 2020	Apr 21, 2020	-70

Relationships

Registered with (5)

→ G•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 21, 2020 to presentfactForm ADV
→ V•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 20, 2021 to Aug 11, 2021factForm ADV
→ G•••• L•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 26, 2011 to Jun 30, 2020factForm ADV
→ Q•••••• A•••• M••••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 29, 2003
Last observed: Sep 15, 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.