DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

W••••• B•••••• T•••

Advisor at G•••••••• C•••••• A••••••••• L••

G••••••••, SC | GREENVILLE, SC

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Search this name across graphsid dfx:ria:8e0e1eb9-2dd9-7a40-cf71-3b4911a974e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 26, 2003 to Sep 14, 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•••••••• C•••••• A••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 19, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• C•••••• A••••••••• L••	Independent wealth	Oct 22, 2008	n/a	yes	GREENVILLE, SC\|G••••••••, SC	Current employment
G•••••••• C•••••• A••••••••• L••	Independent wealth	Mar 26, 2003	Dec 31, 2006	no	G••••••••, SC

Relationships

Registered with (1)

→ G•••••••• C•••••• A••••••••• L••Registered adviserregistration: previous registration
Mar 26, 2003 to Dec 31, 2006factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8e0e1eb9-2dd9-7a40-cf71-3b4911a974e1
First observed: Mar 26, 2003
Last observed: Sep 14, 2026 9 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.