DFX Intelligence

P•••••••• T•••••• V•• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

P•••••••• T•••••• V•• S•••••

Advisor at G•••• V•••• A•••• M••••••••• L••

WINTER PARK, FL

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Search this name across graphsid dfx:ria:c97cd260-3ded-4ea9-fc43-74157abe65ec

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 20, 2006 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: G•••• V•••• A•••• M••••••••• L••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Feb 14, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V•••• A•••• M••••••••• L••	Former SEC adviser	Aug 21, 2018	n/a	yes	WINTER PARK, FL	Current employment
T•• S•••••••• F•••••••• A•••••••	Bd affiliated wealth	Sep 23, 2014	Jul 11, 2018	no	ATLANTA, GA\|Lake Mary, FL\|MAITLAND, FL\|Winter Park, FL\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• S•••••••• F•••••••• A•••••••	G•••• V•••• A•••• M••••••••• L••	Jul 11, 2018	Aug 21, 2018	41	Firm change	Ibd to new firm
G• A• R••••• • C••••••	T•• S•••••••• F•••••••• A•••••••	Aug 5, 2014	Sep 23, 2014

Relationships

Registered with (3)

→ G•••• V•••• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 21, 2018 to presentfactForm ADV
→ T•• S•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Sep 23, 2014 to Jul 11, 2018factForm ADV
→ G• A• R••••• • C••••••Registered adviserregistration: previous registration
Jul 20, 2006 to Aug 5, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c97cd260-3ded-4ea9-fc43-74157abe65ec
First observed: Jul 20, 2006
Last observed: Sep 14, 2026 9 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.