B•••• W••••••••

Advisor at G•••••• S•••• W••••• S•••••••• L•••

COHOES, NY

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:d95eb68d-f3bc-662b-da09-982ef575c4ce

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 5, 2012 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•••••• S•••• W••••• S•••••••• L•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 15, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• S•••• W••••• S•••••••• L•••	Bd affiliated wealth	May 7, 2021	n/a	yes	COHOES, NY	Current employment
G•••••• S•••• W••••• S•••••••• L•••	Bd affiliated wealth	Jul 29, 2015	Sep 12, 2019	no	LATHAM, NY\|BALTIMORE, MD\|BALTIMORE, MD\|CHERRY HILL, NJ

Relationships

Registered with (1)

→ G•••••• S•••• W••••• S•••••••• L•••Registered adviserregistration: previous registration
Jul 29, 2015 to Sep 12, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d95eb68d-f3bc-662b-da09-982ef575c4ce
First observed: Mar 5, 2012
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.