DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

F•••••• G•••••• P•••

Advisor at G•••••••• C•••••• M••••••••• G••••• L••

MOHNTON, PA

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Search this name across graphsid dfx:ria:edecf37c-511c-bd81-b3bb-58d57a23462c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 3, 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•••••••• C•••••• M••••••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 16, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• C•••••• M••••••••• G••••• L••	State registered	Mar 13, 2025	n/a	yes	MOHNTON, PA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Sep 13, 2019	Feb 24, 2025	no	WYOMISSING, PA\|BLUE BELL, PA\|PITTSFORD, NY\|ITHACA, NY\|AUBURN, NY\|ITHACA, NY\|FAYETTEVILLE, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	G•••••••• C•••••• M••••••••• G••••• L••	Feb 24, 2025	Mar 13, 2025	17	Firm change	Ibd to state RIA
B•••••••• A•••••••• I•••	L•• F•••••••• L••	Oct 9, 2019	Sep 13, 2019

Relationships

Registered with (3)

→ G•••••••• C•••••• M••••••••• G••••• L••Registered adviserregistration: current employment
Mar 13, 2025 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 13, 2019 to Feb 24, 2025factForm ADV
→ B•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 3, 2009 to Oct 9, 2019factForm ADV

Dated events

Occurred
Feb 24, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:edecf37c-511c-bd81-b3bb-58d57a23462c
First observed: Apr 3, 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.