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G••••• B•••• W•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

G••••• B•••• W•••

Advisor at V••• R••••••••• A•••••••• L••

WINDSOR, CT | Hackensack, NJ

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:c543c180-99ef-ce33-4932-4f79e45301d3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 0
On other graphs: 0
Observed: Jun 6, 2002 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: V••• R••••••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 20, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
V••• R••••••••• A•••••••• L••	Other adviser	Sep 24, 2018	n/a	yes	WINDSOR, CT\|Hackensack, NJ	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Apr 1, 2016	May 25, 2018	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	V••• R••••••••• A•••••••• L••	May 25, 2018	Sep 24, 2018	122	Firm change	Ibd to RIA
V••• R••••••••• A•••••••• L••	V••• F•••••••• A•••••••• I•••	Feb 1, 2016

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
2882:3989:CT:2018-05-22	May 25, 2018	Sep 24, 2018	WINDSOR, CT	Firm change

Relationships

Registered with (8)

→ V••• R••••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 13, 2014 to Feb 1, 2016factForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 1, 2016 to May 25, 2018factForm ADV
→ J••• M••••• I••••••••• I•••••••••Registered adviserregistration: previous registration
Apr 29, 2011 to Dec 2, 2013factForm ADV
→ L•••••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c543c180-99ef-ce33-4932-4f79e45301d3
First observed: Jun 6, 2002
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.