L•••• F•••

Advisor at G• W••••• M••••••••• R••• L••

Bellevue, WA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:d857df57-1f66-798d-4b87-a1f764dc3c26

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 29, 2009 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• W••••• M••••••••• R••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G• W••••• M••••••••• R••• L••	Independent wealth	Jan 19, 2024	n/a	yes	Bellevue, WA	Current employment
J••• M••••• P•••••• W••••• A••••••• L••	Former SEC adviser	Feb 14, 2020	Feb 7, 2024	no	Bellevue, WA\|Bellevue, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• P•••••• W••••• A••••••• L••	G• W••••• M••••••••• R••• L••	Feb 7, 2024	Jan 19, 2024	-19	Firm change	Ibd to RIA
W•••• F•••• A•••••••	J••• M••••• P•••••• W••••• A••••••• L••	Feb 20, 2020	Feb 14, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
108559:327269:WA:2024-02-07	Feb 7, 2024	Jan 19, 2024	BELLEVUE, WA	Firm change
19616:108559:FL:2020-02-20	Feb 20, 2020	Feb 14, 2020	TARPON SPRINGS, FL	Firm change

Relationships

Registered with (4)

→ G• W••••• M••••••••• R••• L••Registered adviserregistration: current employment
Jan 19, 2024 to presentfactForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Feb 14, 2020 to Feb 7, 2024factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 3, 2011 to Feb 20, 2020factForm ADV
→ W•••• F•••• I••••••••• L••

Dated events

Occurred
Feb 7, 2024
Advisor changed firm
L•••• F••• left J••• M••••• P•••••• W••••• A••••••• L•• for G• W••••• M••••••••• R••• L•• (registered 2024-01-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d857df57-1f66-798d-4b87-a1f764dc3c26
First observed: Oct 29, 2009
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.