DFX Intelligence

G•••••• R• M•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

G•••••• R• M•••••••

Advisor at G•••• V••••• A•••••• G••••• L••

BERWYN, PA | Doylestown, PA

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Search this name across graphsid dfx:ria:89b8337c-8798-19b8-6e10-e5581f322a31

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 11, 2005 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••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 15, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Sep 12, 2014	n/a	yes	BERWYN, PA\|Doylestown, PA	Current employment
M••••• S•••••• • C•• L••	n/a	Apr 2, 2007	Dec 2, 2008	no	DOYLESTOWN, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S•••••• • C•• L••	G•••• V••••• A•••••• G••••• L••	Dec 2, 2008	Sep 12, 2014	2,110	Firm change after gap	Other
M••••• S•••••• D• I•••	M••••• S•••••• • C•• L••	Apr 2, 2007	Apr 2, 2007

Relationships

Registered with (3)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Sep 12, 2014 to presentfactForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration
Apr 2, 2007 to Dec 2, 2008factForm ADV
→ M••••• S•••••• D• I•••Registered adviserregistration: previous registration
Aug 11, 2005 to Apr 2, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:89b8337c-8798-19b8-6e10-e5581f322a31
First observed: Aug 11, 2005
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.