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M••• A••••• L••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

M••• A••••• L••••••

Advisor at G•••• V••••• A•••••• G••••• L••

BERWYN, PA | Newtown, PA

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Search this name across graphsid dfx:ria:e0b77043-3f13-3890-689e-f17cdd5b02e2

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Mar 13, 2012 to Sep 19, 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•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 30, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	Sep 9, 2026	n/a	yes	Newtown, PA\|BERWYN, PA	Current employment
G•••• V••••• A•••••• G••••• L••	Independent wealth	Sep 9, 2026	n/a	yes	BERWYN, PA\|Newtown, PA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D••••• • B•••• I••••••••• A••••••• L••	G•••• V••••• A•••••• G••••• L••	Sep 18, 2026	Sep 9, 2026	-9	Firm change	RIA to RIA
C•••••• B••••• A•••••••• L••	D••••• • B•••• I••••••••• A••••••• L••	Dec 23, 2021	Mar 16, 2022

Relationships

Registered with (9)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
Sep 9, 2026 to presentfactForm ADV
→ D••••• • B•••• I••••••••• A••••••• L••Registered adviserregistration: current employment
Mar 16, 2022 to presentfactForm ADV
→ C•••••• B••••• A•••••••• L••Registered adviserregistration: previous registration
Aug 24, 2018 to Dec 23, 2021factForm ADV
→ V•••••• I••••••••• M•••••••••

Dated events

Occurred
Sep 18, 2026
A•••••• firm change
M••• A••••• L•••••• left D••••• • B•••• I••••••••• A••••••• L•• for G•••• V••••• A•••••• G••••• L•• (registered 2026-09-09)
Form ADVobserved 2 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e0b77043-3f13-3890-689e-f17cdd5b02e2
First observed: Mar 13, 2012
Last observed: Sep 19, 2026 3 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.