P•••• A• G•••••

Advisor at G••••• W••••• M••••••••• L••

LIBERTY TOWNSHIP, OH

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 21, 2020 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••••• W••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••• W••••• M••••••••• L••	State registered	Nov 14, 2025	n/a	yes	LIBERTY TOWNSHIP, OH	Current employment
B••••• I••••••••• C•••••• L••	State registered	Apr 27, 2023	Nov 21, 2025	no	Mason, OH\|FORT WORTH, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• I••••••••• C•••••• L••	G••••• W••••• M••••••••• L••	Nov 21, 2025	Nov 14, 2025	-7	Firm change	Other
W•• B•••••••• S•••••••• I•••	B••••• I••••••••• C•••••• L••	May 10, 2023	Apr 27, 2023

Relationships

Registered with (3)

→ G••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 14, 2025 to presentfactForm ADV
→ B••••• I••••••••• C•••••• L••Registered adviserregistration: previous registration
Apr 27, 2023 to Nov 21, 2025factForm ADV
→ W•• B•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Oct 21, 2020 to May 10, 2023factForm ADV

Dated events

Order

Occurred
21 Nov 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
10 May 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 21, 2020
Last observed: Sep 14, 2026 10 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.