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

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RIA / WealthAdvisor27 years in industry

K•••• A••• L••••

Advisor at G••• E•••• A•••••••• L••

Freehold, NJ | KINGSTON, NJ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:a8ee63b0-4bdf-77bf-3c87-ebb5c37025e7

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 2, 2005 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••• E•••• A•••••••• L••
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: Feb 12, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 10derivedfrom 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
G••• E•••• A•••••••• L••	Independent wealth	Mar 17, 2016	n/a	yes	Freehold, NJ\|KINGSTON, NJ	Current employment
G••• E•••• A•••••••• L••	Former SEC adviser	Dec 3, 2013	Mar 9, 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
G••• E•••• A•••••••• L••	G••• E•••• A•••••••• L••	Mar 9, 2016	Mar 17, 2016	8	CHA•••L_CHANGE	Other
D••••• • B•••• I••••••••• A••••••• L••	G••• E•••• A•••••••• L••	Dec 2, 2013

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
124504:282920:NJ:2016-03-09	Mar 9, 2016	Mar 17, 2016	FREEHOLD, NJ	Firm change

Relationships

Registered with (3)

→ G••• E•••• A•••••••• L••Registered adviserregistration: current employment
Mar 17, 2016 to presentfactForm ADV
→ G••• E•••• A•••••••• L••Registered adviserregistration: previous registration
Dec 3, 2013 to Mar 9, 2016factForm ADV
→ D••••• • B•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Nov 2, 2005 to Dec 2, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8ee63b0-4bdf-77bf-3c87-ebb5c37025e7
First observed: Nov 2, 2005
Last observed: Sep 15, 2026 7 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.