DFX Intelligence

G•••••• E••••• L•••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner13 years in industry

G•••••• E••••• L•••

Advisor at Q• A•••••••• L••

Nashville, TN

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:c374e60b-ec60-b8b2-f0e4-773f76082089

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 20, 2023 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: Q• A•••••••• L••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
Q• A•••••••• L••	No RAUM reported	Feb 12, 2026	n/a	yes	Nashville, TN	Current employment
F••••	Independent wealth	Jun 17, 2025	Feb 2, 2026	no	Nashville, TN\|WEST PALM BEACH, FL\|Nashville, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••	Q• A•••••••• L••	Feb 2, 2026	Feb 12, 2026	10	Firm change	Other
W••••• A••••••• S•••••••• L••	F••••	Jun 18, 2025	Jun 17, 2025

Relationships

Registered with (4)

→ Q• A•••••••• L••Registered adviserregistration: current employment
Feb 12, 2026 to presentfactForm ADV
→ F••••Registered adviserregistration: previous registration
Jun 17, 2025 to Feb 2, 2026factForm ADV
→ W••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 28, 2024 to Jun 18, 2025factForm ADV
→ G••••• R••••••••• P••••••• L••

Dated events

Occurred
Feb 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 18, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c374e60b-ec60-b8b2-f0e4-773f76082089
First observed: Jan 20, 2023
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.