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G••• C•••• P•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

G••• C•••• P•••

Advisor at W•••••• R•••••• C•••••• M••••••••• L••

HUDSON, OH

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Search this name across graphsid dfx:ria:d44c955e-0281-6b87-56b6-09663e5b2a32

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Jan 26, 2018 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: W•••••• R•••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom 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
W•••••• R•••••• C•••••• M••••••••• L••	Independent wealth	Mar 11, 2024	n/a	yes	HUDSON, OH	Current employment
N•••• S••• A••••••• G••••• L••	Independent wealth	Jan 19, 2023	Mar 12, 2024	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
N•••• S••• A••••••• G••••• L••	W•••••• R•••••• C•••••• M••••••••• L••	Mar 12, 2024	Mar 11, 2024	-1	Firm change	RIA to RIA
S•••••••• E••••• P•••••••• L•••	N•••• S••• A••••••• G••••• L••	Dec 31, 2022

Relationships

Registered with (4)

→ W•••••• R•••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Mar 11, 2024 to presentfactForm ADV
→ N•••• S••• A••••••• G••••• L••Registered adviserregistration: previous registration
Jan 19, 2023 to Mar 12, 2024factForm ADV
→ S•••••••• E••••• P•••••••• L•••Registered adviserregistration: previous registration
Jun 1, 2020 to Dec 31, 2022factForm ADV
→ S••••• • A•••••••••

Dated events

Occurred
Mar 12, 2024
Advisor changed firm
G••• C•••• P••• left N•••• S••• A••••••• G••••• L•• for W•••••• R•••••• C•••••• M••••••••• L•• (registered 2024-03-11)
Form ADVobserved 7 days ago
Occurred
Dec 31, 2022
Advisor changed firm
G••• C•••• P••• left S•••••••• E••••• P•••••••• L••• for N•••• S••• A••••••• G••••• L•• (registered 2023-01-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d44c955e-0281-6b87-56b6-09663e5b2a32
First observed: Jan 26, 2018
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.