DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

G•••• R••••• C•••

Advisor at W•••• F•••••••• G••••• L••

NEWTON SQUARE, PA | RICHMOND, VA

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Search this name across graphsid dfx:ria:b4df9113-fa3c-0390-d8fa-93d489cb7e0c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 15, 2016 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: W•••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
W•••• F•••••••• G••••• L••	Independent wealth	Feb 25, 2025	n/a	yes	RICHMOND, VA\|NEWTON SQUARE, PA	Current employment
W•••• F•••••••• G••••	Former SEC adviser	Aug 15, 2016	Mar 5, 2025	no	RICHMOND, VA\|NEWTON SQUARE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••••••• G••••	W•••• F•••••••• G••••• L••	Mar 5, 2025	Feb 25, 2025	-8	Channel change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
109554:334431:PA:2025-03-05	Mar 5, 2025	Feb 25, 2025	NEWTON SQUARE, PA	Firm change

Relationships

Registered with (2)

→ W•••• F•••••••• G••••• L••Registered adviserregistration: current employment
Feb 25, 2025 to presentfactForm ADV
→ W•••• F•••••••• G••••Registered adviserregistration: previous registration
Aug 15, 2016 to Mar 5, 2025factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b4df9113-fa3c-0390-d8fa-93d489cb7e0c
First observed: Aug 15, 2016
Last observed: Sep 15, 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.