L••• P•••••

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

BERWYN, PA | Boca Raton, FL

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:94a2e382-14e9-529f-4dcb-a89ee877e57e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:32 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 2, 2001 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•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 24, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 4derivedfrom 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	Mar 28, 2022	n/a	yes	BERWYN, PA\|Boca Raton, FL	Current employment
G••••• F•••••••• G••••	Former SEC adviser	Feb 24, 2020	Apr 27, 2022	no	BOCA RATON, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• F•••••••• G••••	G•••• V••••• A•••••• G••••• L••	Apr 27, 2022	Mar 28, 2022	-30	Firm change	RIA to RIA
W•••• F•••• A•••••••	G••••• F•••••••• G••••	Oct 4, 2012	Feb 24, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
157037:123913:FL:2022-04-22	Apr 27, 2022	Mar 28, 2022	BOCA RATON, FL	Firm change

Relationships

Registered with (3)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Mar 28, 2022 to presentfactForm ADV
→ G••••• F•••••••• G••••Registered adviserregistration: previous registration
Feb 24, 2020 to Apr 27, 2022factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 2, 2001 to Oct 4, 2012factForm ADV

Dated events

Occurred
Apr 27, 2022
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94a2e382-14e9-529f-4dcb-a89ee877e57e
First observed: Jan 2, 2001
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.