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A••••• D• W••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

A••••• D• W••••••

Advisor at G••••• W••••• M••••••••• I•••

Lititz, PA

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Search this name across graphsid dfx:ria:a0b17ba9-1bfa-1b18-ca2e-e7476e82dc70

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 4, 2016 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••••• W••••• M••••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 14, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• W••••• M••••••••• I•••	Bd affiliated wealth	Sep 6, 2016	n/a	yes	Lititz, PA	Current employment
P••••••• W••••• A•••••••• L••	State registered	Sep 13, 2016	Jan 5, 2024	no	LANCASTER, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• W••••• A•••••••• L••	n/a	Jan 5, 2024	n/a	n/a	Departure no registered destination	Departure
M•• I•••••••• S•••••••• L••	G••••• W••••• M••••••••• I•••	Sep 12, 2016	Sep 6, 2016	-6

Relationships

Registered with (3)

→ G••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Sep 6, 2016 to presentfactForm ADV
→ P••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 13, 2016 to Jan 5, 2024factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 4, 2016 to Sep 12, 2016factForm ADV

Dated events

Occurred
Jan 5, 2024
Advisor departed, no destination yet
A••••• D• W•••••• no longer registered at P••••••• W••••• A•••••••• L••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0b17ba9-1bfa-1b18-ca2e-e7476e82dc70
First observed: Apr 4, 2016
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.