DFX Intelligence

T••••• U•• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor31 years in industry

T••••• U•• H••••••

Advisor at G••••• W••••• M••••••••• L•••

DEERFIELD BEACH, FL | ZURICH

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 1, 1995 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••••• W••••• M••••••••• L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• M••••••••• G•••• A•	Independent wealth	May 21, 2026	n/a	yes	Zurich	Current employment
G••••• W••••• M••••••••• L•••	Independent wealth	Oct 9, 2009	n/a	yes	DEERFIELD BEACH, FL	Current employment

Relationships

Registered with (2)

→ W••••• M••••••••• G•••• A•Registered adviserregistration: current employment
May 21, 2026 to presentfactForm ADV
→ G••••• W••••• M••••••••• L•••Registered adviserregistration: current employment
Oct 9, 2009 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 1, 1995
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.