L••• A•• T•••••

Advisor at G••••• W••••• A••••••• L••

VIRGINIA BEACH, VA

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:8631e700-1e3d-5514-28d0-a553aba64e05

Data as of Sep 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 2
On other graphs: 0
Observed: Jul 24, 2006 to Sep 22, 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••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 21, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• W••••• A••••••• L••	Independent wealth	Sep 21, 2026	n/a	yes	VIRGINIA BEACH, VA	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Feb 17, 2021	Sep 9, 2026	no	ATLANTA, GA\|VIRGINIA BEACH, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	G••••• W••••• A••••••• L••	Sep 9, 2026	Sep 21, 2026	12	Firm change	Ibd to RIA
B••• S••••••••• L••	T••••• A••••••• S•••••••• I•••	Feb 17, 2021	Feb 17, 2021

Relationships

Registered with (8)

→ G••••• W••••• A••••••• L••Registered adviserregistration: current employment
Sep 21, 2026 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 17, 2021 to Sep 9, 2026factForm ADV
→ B••• S••••••••• L••Registered adviserregistration: previous registration
Jan 2, 2018 to Feb 17, 2021factForm ADV
→ B••• I••••••••• S•••••••• I•••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 9, 2026
Advisor changed firm
••• Locked
Form ADVobserved today

Show 1 bookkeeping events

Occurred
Sep 21, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8631e700-1e3d-5514-28d0-a553aba64e05
First observed: Jul 24, 2006
Last observed: Sep 22, 2026 32 h 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.