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J••• F• S•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner20 years in industry

J••• F• S•••••••••

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

Berwyn, PA | BERWYN, PA

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Search this name across graphsid dfx:ria:fc50b946-a543-4f6a-c7fe-ac3f0efeaff7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 17, 2008 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•••• V••••• A•••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 25, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
G•••• V••••• A•••••• G••••• L••	Independent wealth	May 15, 2019	n/a	yes	Berwyn, PA\|BERWYN, PA	Current employment
S••••••••• C•••••• A•••••••• L••	Independent wealth	Jan 3, 2012	May 16, 2019	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• C•••••• A•••••••• L••	G•••• V••••• A•••••• G••••• L••	May 16, 2019	May 15, 2019	-1	Firm change	RIA to RIA
M••••• S••••••	S••••••••• C•••••• A•••••••• L••	Jan 17, 2012

Relationships

Registered with (4)

→ G•••• V••••• A•••••• G••••• L••Registered adviserregistration: current employment
May 15, 2019 to presentfactForm ADV
→ S••••••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 3, 2012 to May 16, 2019factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Jan 17, 2012factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fc50b946-a543-4f6a-c7fe-ac3f0efeaff7
First observed: Apr 17, 2008
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.