DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

V•••••• A•• L•••

Advisor at G••••• P•••••••• L••

LAKE G•••••, WI

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Search this name across graphsid dfx:ria:b30e72fb-cac4-86b7-c4eb-cce3c0e48b7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 24, 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••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• P•••••••• L••	Independent wealth	Jan 1, 2025	n/a	yes	LAKE G•••••, WI	Current employment
G••••• P•••••••• L••	Independent wealth	Jun 24, 2016	Dec 31, 2017	no	Lake Geneva, WI	Previous registration

Relationships

Registered with (1)

→ G••••• P•••••••• L••Registered adviserregistration: previous registration
Jun 24, 2016 to Dec 31, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b30e72fb-cac4-86b7-c4eb-cce3c0e48b7d
First observed: Jun 24, 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.