DFX Intelligence

E•••• M•••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor9 years in industry

E•••• M•••• D••••

Advisor at G••••••••• C•••••• L••

NORTH SYRACUSE, NY

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Search this name across graphsid dfx:ria:d5b9f58e-311c-0842-1307-9c88d9596744

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 13, 2022 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••••••••• C•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••••• C•••••• L••	State registered	Oct 9, 2025	n/a	yes	NORTH SYRACUSE, NY	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Feb 23, 2023	Nov 24, 2024	no	Fayetteville, NY\|Syracuse, NY	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	G••••••••• C•••••• L••	Nov 24, 2024	Oct 9, 2025	319	Firm change	Wirehouse to state RIA
L•• F•••••••• L••	J••• M••••• S••••••••• L••	Feb 13, 2023	Feb 23, 2023

Relationships

Registered with (3)

→ G••••••••• C•••••• L••Registered adviserregistration: current employment
Oct 9, 2025 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Feb 23, 2023 to Nov 24, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 13, 2022 to Feb 13, 2023factForm ADV

Dated events

Occurred
Nov 24, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 13, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d5b9f58e-311c-0842-1307-9c88d9596744
First observed: Jun 13, 2022
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.