A•••• R•••••

Advisor at G••••••• I••••••••• L••

••• Locked

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:c1b6f6b8-8238-0a3f-16d0-64f29878d653

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2014 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••••••• I••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• I••••••••• L••	Independent wealth	Oct 31, 2025	n/a	yes	ARDEN HILLS, MN\|MYRTLE BEACH, SC	Current employment
P•••••• F•••••••• S••••••••• L••	State registered	Sep 23, 2025	n/a	yes	MYRTLE BEACH, SC\|Warren, OH	Current employment

Relationships

Registered with (2)

→ G••••••• I••••••••• L••Registered adviserregistration: current employment
Oct 31, 2025 to presentfactForm ADV
→ P•••••• F•••••••• S••••••••• L••Registered adviserregistration: current employment
Sep 23, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1b6f6b8-8238-0a3f-16d0-64f29878d653
First observed: Aug 1, 2014
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.