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L•••• A•• N••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

L•••• A•• N••••

Advisor at W••• C•••••• M•••••••••

WYOMISSING, PA

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Search this name across graphsid dfx:ria:99163452-9cfa-b906-8b32-4ddf73382993

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Mar 15, 2001 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

L•••• A•• N••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: W••• C•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 15, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

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
W••• C•••••• M•••••••••	Independent wealth	Mar 2, 2021	n/a	yes	WYOMISSING, PA	Current employment
C•••••• C•••••• M••••••••• L••	n/a	May 28, 2015	Feb 11, 2016	no

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
C•••••• C•••••• M••••••••• L••	W••• C•••••• M•••••••••	Feb 11, 2016	Mar 2, 2021	1,846	Firm change after gap	Other
W••• C•••••• M•••••••••	C•••••• C•••••• M••••••••• L••	Jul 19, 2013

Relationships

Registered with (2)

→ W••• C•••••• M•••••••••Registered adviserregistration: previous registration
Mar 15, 2001 to Jul 19, 2013factForm ADV
→ C•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 28, 2015 to Feb 11, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:99163452-9cfa-b906-8b32-4ddf73382993
First observed: Mar 15, 2001
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.