DFX Intelligence

1•• F•••••••• I••••••••• I•••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

1•• F•••••••• I••••••••• I•••

CRD 283072

CLARK'S SUMMIT, PA

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Search this name across graphsid dfx:ria:d2624563-9647-6deb-0780-13c2d469f8e7

Data as of Jul 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 21, 2026 to Jul 21, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $782,150••• Locked
Discretionary RAUM: $0
Private client RAUM: $781,996derived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 8
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
P••••• A••• G••••••••	n/a	Clark's Summit, PA \| CLARK'S SUMMIT, PA	10	44	4	no
H•••• G••• G••••••••	n/a	CLARK'S SUMMIT, PA \| Philadelphia, PA \| Scranton, PA	10	36

Relationships

Registered with (6)

← R•••••• M•••• W••••••••Advisorregistration: current employment
May 16, 2023 to presentfactForm ADV
← A••• E••••• G••••••••Advisorregistration: current employment
Mar 26, 2020 to presentfactForm ADV
← J••••• J••• G••••••••Advisorregistration: current employment
Jul 15, 2016 to presentfactForm ADV
← C•••••• J•••• G••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d2624563-9647-6deb-0780-13c2d469f8e7
First observed: Jul 21, 2026
Last observed: Jul 21, 2026 2 months ago
Source families: Federal regulator filings
3 registered feeds 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.