DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

W•••••• L•••• L•••

Advisor at E•••• F•••••••• G••••• L••

KING OF PRUSSIA, PA

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Search this name across graphsid dfx:ria:f4cf3c9a-21da-f491-2de0-788f558ec479

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:29 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 5, 2007 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: E•••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 5, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••• F•••••••• G••••• L••	Independent wealth	Aug 28, 2022	n/a	yes	KING OF PRUSSIA, PA	Current employment
A••••••• I••••••••• P•••••••	Independent wealth	Feb 13, 2019	Aug 26, 2022	no	NEWTOWN SQUARE, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• I••••••••• P•••••••	E•••• F•••••••• G••••• L••	Aug 26, 2022	Aug 28, 2022	2	Firm change	RIA to new firm
W•••• F•••• A•••••••	A••••••• I••••••••• P•••••••	Feb 19, 2019	Feb 13, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
282428:321748:PA:2022-08-26	Aug 26, 2022	Aug 28, 2022	NEWTOWN SQUARE, PA	Firm change
19616:282428:PA:2019-02-19	Feb 19, 2019	Feb 13, 2019	RADNOR, PA	Firm change
816:19616:PA:2016-02-02	Feb 10, 2016	Jan 15, 2016	WEST CONSHOHOCKEN, PA	Firm change

Relationships

Registered with (5)

→ E•••• F•••••••• G••••• L••Registered adviserregistration: current employment
Aug 28, 2022 to presentfactForm ADV
→ A••••••• I••••••••• P•••••••Registered adviserregistration: previous registration
Feb 13, 2019 to Aug 26, 2022factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 15, 2016 to Feb 19, 2019factForm ADV
→ C••••• S••••• S••••••••• •••• L••

Dated events

Occurred
Aug 26, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f4cf3c9a-21da-f491-2de0-788f558ec479
First observed: Mar 5, 2007
Last observed: Sep 14, 2026 9 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.