DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

C••••••••• M•••••• G••••

Advisor at G•• A••••••• L••

Mt. Laurel, NJ

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Search this name across graphsid dfx:ria:a5164ed5-419b-0652-8da8-283e15180ae9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2003 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•• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 19, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•• A••••••• L••	Independent wealth	Mar 6, 2026	n/a	yes	Mt. Laurel, NJ	Current employment
H•••••• T••••••• • K•••• L••	Independent wealth	Jul 25, 2003	Jul 30, 2004	no	MOORESTOWN, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• T••••••• • K•••• L••	G•• A••••••• L••	Jul 30, 2004	Mar 6, 2026	7,889	Firm change after gap	Other

Relationships

Registered with (2)

→ G•• A••••••• L••Registered adviserregistration: current employment
Mar 6, 2026 to presentfactForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
Jul 25, 2003 to Jul 30, 2004factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5164ed5-419b-0652-8da8-283e15180ae9
First observed: Jul 25, 2003
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.