DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

G•••••• L••••••• V••••••

Advisor at L•••••• S•• I••••••••• A•••••••• L•••••

Missoula, MT | ELMHURST, IL

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Search this name across graphsid dfx:ria:e0a343f3-6f1f-0c76-90b4-f35b0f549f25

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:08 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Nov 2, 2020 to Sep 15, 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: L•••••• S•• I••••••••• A•••••••• L•••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••••• S•• I••••••••• A•••••••• L•••••	Bd affiliated wealth	Feb 4, 2026	n/a	yes	Missoula, MT\|ELMHURST, IL	Current employment
L•••••• S•• I••••••••• A•••••••• L•••••	Bd affiliated wealth	Apr 21, 2023	Jan 27, 2025	no	ELMHURST, IL\|Missoula, MT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A•••••• A•••••••• I•••	L•••••• S•• I••••••••• A•••••••• L•••••	Jan 26, 2024	Apr 21, 2023	-280	Firm change after gap	Ibd to ibd
P•••••••• A•••••••	S••••••••• A•••••• A•••••••• I•••	Feb 12, 2021	Feb 12, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
110518:109701:MT:2024-01-26	Jan 26, 2024	Apr 21, 2023	MISSOULA, MT	Firm change after gap

Relationships

Registered with (3)

→ L•••••• S•• I••••••••• A•••••••• L•••••Registered adviserregistration: previous registration
Apr 21, 2023 to Jan 27, 2025factForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 12, 2021 to Jan 26, 2024factForm ADV
→ P•••••••• A•••••••Registered adviserregistration: previous registration
Nov 2, 2020 to Feb 12, 2021factForm ADV

Dated events

Occurred
Jan 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e0a343f3-6f1f-0c76-90b4-f35b0f549f25
First observed: Nov 2, 2020
Last observed: Sep 15, 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.