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W••••• S••••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

W••••• S••••••••• L••

CRD 126113

JERICHO, NY

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Search this name across graphsid dfx:ria:84f95932-75f4-0758-7c7e-a851bbeb7d61

Data as of Feb 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 27, 2026 to Feb 27, 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
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 3
Advisory employees: 2
Offices: 0Schedule D 1.F, beyond the principal office
CRD: 126113
Filings on the tape: 1
First filed: Feb 27, 2026

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
L•••• P• G•••••	n/a	Jericho, NY \| JERICHO, NY	4	31	1	no
R••••• J••• E••••	n/a	Jericho, NY	4	31

Relationships

Registered with (2)

← L•••• P• G•••••Advisorregistration: previous registration
Aug 31, 2021 to Dec 31, 2021factForm ADV
← R••••• J••• E••••Advisorregistration: previous registration
Aug 31, 2021 to Dec 31, 2021factForm ADV

Affiliated with (1)

← LIFE PLANNING ALLIANCE, LLCRegistered adviserother investment adviser, control, common control
factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:84f95932-75f4-0758-7c7e-a851bbeb7d61
First observed: Feb 27, 2026
Last observed: Feb 27, 2026 6 months 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.