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

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

L••••• E•••••• G••••

Advisor at G• A• R••••• • C••••••

CASSELBERRY, FL

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Search this name across graphsid dfx:ria:d500c46c-342b-7c3c-3280-64c4222b7491

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jul 25, 1995 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• A• R••••• • C••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 20, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 8derivedfrom 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
G• A• R••••• • C••••••	Bd affiliated wealth	Jan 11, 2018	n/a	yes	CASSELBERRY, FL\|CASSELBERRY, FL\|CASSELBERRY, FL	Current employment
C•••••••• F•••••••• G•••• A•••••••	Former SEC adviser	Mar 11, 2016	Apr 25, 2017	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
C•••••••• F•••••••• G•••• A•••••••	G• A• R••••• • C••••••	Apr 25, 2017	Jan 11, 2018	261	Firm change	Other
G••••• F•••••••• P•••••• C••••••• I•••	C•••••••• F•••••••• G•••• A•••••••	Mar 1, 2016

Relationships

Registered with (7)

→ G• A• R••••• • C••••••Registered adviserregistration: current employment
Jan 11, 2018 to presentfactForm ADV
→ C•••••••• F•••••••• G•••• A•••••••Registered adviserregistration: previous registration
Mar 11, 2016 to Apr 25, 2017factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Jul 23, 2013 to Mar 1, 2016factForm ADV
→ M••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d500c46c-342b-7c3c-3280-64c4222b7491
First observed: Jul 25, 1995
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.