DFX Intelligence

G••••• P•••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner33 years in industry

G••••• P•••• H•••••

Advisor at B•••••• W••••• A•••••••

WILLIAMSVILLE, NY

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Search this name across graphsid dfx:ria:95d00710-9c5d-f5dc-efde-a808ac9c2353

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 6, 2011 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: B•••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 22, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• W••••• A•••••••	Independent wealth	Oct 11, 2024	n/a	yes	WILLIAMSVILLE, NY	Current employment
C•••••• A•••••••	Bd affiliated wealth	May 13, 2021	Aug 27, 2024	no	Getzville, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••••	B•••••• W••••• A•••••••	Aug 27, 2024	Oct 11, 2024	45	Firm change	Ibd to RIA
L•••••• I•••••••••	C•••••• A•••••••	Aug 27, 2024	May 13, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
162200:332035:NY:2024-08-27	Aug 27, 2024	Oct 11, 2024	GETZVILLE, NY	Firm change
519:162200:FL:2024-08-27	Aug 27, 2024	May 13, 2021	PALM BEACH GARDENS, FL	Firm change after gap

Relationships

Registered with (4)

→ B•••••• W••••• A•••••••Registered adviserregistration: current employment
Oct 11, 2024 to presentfactForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
May 13, 2021 to Aug 27, 2024factForm ADV
→ L•••••• I•••••••••Registered adviserregistration: previous registration
Apr 26, 2018 to Aug 27, 2024factForm ADV
→ L••••• A•••••••• L••

Dated events

Occurred
Aug 27, 2024
Advisor changed firm
G••••• P•••• H••••• left C•••••• A••••••• for B•••••• W••••• A••••••• (registered 2024-10-11)
Form ADVobserved 7 days ago
Occurred
Aug 27, 2024
Advisor changed firm
G••••• P•••• H••••• left L•••••• I••••••••• for C•••••• A••••••• (registered 2021-05-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:95d00710-9c5d-f5dc-efde-a808ac9c2353
First observed: Jan 6, 2011
Last observed: Sep 14, 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.