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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

G••• C•••• C•••••

Advisor at M•••••• W•••••• L••

DALLAS, TX

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Search this name across graphsid dfx:ria:96b075ee-45af-aa7e-1ad4-1aca559134a6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 16, 2009 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: M•••••• W•••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 21, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W•••••• L••	State registered	Aug 18, 2021	n/a	yes	DALLAS, TX	Current employment
A•••••• R••••••• C••••••	Independent wealth	Jul 2, 2014	Aug 22, 2024	no	DALLAS, TX\|Dallas, TX\|RICHARDSON, TX

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• R••••••• C••••••	M•••••• W•••••• L••	Aug 22, 2024	Aug 18, 2021	-1,100	Firm change after gap	RIA to state RIA
S••••••• I••••••••• I•••	A•••••• R••••••• C••••••	Jun 10, 2014

Relationships

Registered with (4)

→ M•••••• W•••••• L••Registered adviserregistration: current employment
Aug 18, 2021 to presentfactForm ADV
→ A•••••• R••••••• C••••••Registered adviserregistration: previous registration
Jul 2, 2014 to Aug 22, 2024factForm ADV
→ S••••••• I••••••••• I•••Registered adviserregistration: previous registration
Feb 24, 2011 to Jun 10, 2014factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Aug 22, 2024
A•••••• firm change
G••• C•••• C••••• left A•••••• R••••••• C•••••• for M•••••• W•••••• L•• (registered 2021-08-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96b075ee-45af-aa7e-1ad4-1aca559134a6
First observed: Dec 16, 2009
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.