DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

G••••• P• M•••••••

Advisor at W•••••• W•••• A•••••••

Hilton Head Island, SC, SC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 1:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 14, 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•••••• W•••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 1, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• W•••• A•••••••	State registered	Apr 15, 2024	n/a	yes	Hilton Head Island, SC, SC	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Aug 14, 2018	Feb 24, 2021	no	HILTON HEAD ISLAND, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	W•••••• W•••• A•••••••	Feb 24, 2021	Apr 15, 2024	1,146	Firm change after gap	Ibd to state RIA

Relationships

Registered with (2)

→ W•••••• W•••• A•••••••Registered adviserregistration: current employment
Apr 15, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Aug 14, 2018 to Feb 24, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Aug 14, 2018
Last observed: Sep 14, 2026 10 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.