Y•••• G••••••

Advisor at R•••• A•••••••• L••

MCLEAN, VA | McLean, VA

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:c36ba012-8869-3ad1-db0a-5ecc739404b7

Data as of Sep 22, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 3, 2016 to Sep 22, 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: R•••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 6, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••• A•••••••• L••	Independent wealth	Oct 10, 2024	n/a	yes	MCLEAN, VA\|McLean, VA	Current employment
B•••••••••	Independent wealth	Nov 19, 2021	Sep 26, 2024	no	NEW YORK, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••••••	R•••• A•••••••• L••	Sep 26, 2024	Oct 10, 2024	14	Firm change	RIA to RIA
F••••••• P••••••• A•• W•••••••• A•••••••	B•••••••••	Oct 6, 2021	Nov 19, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:288590:CA:2020-07-01	Jul 8, 2020	Aug 13, 2020	WALNUT CREEK, CA	Firm change
7691:19616:CA:2020-05-06	May 19, 2020	Jun 15, 2020	ALBANY, CA	Firm change

Relationships

Registered with (5)

→ R•••• A•••••••• L••Registered adviserregistration: current employment
Oct 10, 2024 to presentfactForm ADV
→ B•••••••••Registered adviserregistration: previous registration
Nov 19, 2021 to Sep 26, 2024factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••Registered adviserregistration: previous registration
Aug 13, 2020 to Oct 6, 2021factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Sep 26, 2024
Advisor changed firm
Y•••• G•••••• left Betterment for R•••• A•••••••• L•• (registered 2024-10-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c36ba012-8869-3ad1-db0a-5ecc739404b7
First observed: Feb 3, 2016
Last observed: Sep 22, 2026 19 h 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.