DFX Intelligence
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C•••••• W••••• A••••••• G•••• L••
Practice brandActiveDisclosed by a registered advisor· NY
Personal LLC established for tax purposes
from the advisor's own disclosure
As of · the advisors' Form U4 disclosures and the public records linked below
- Registered advisors
- 1
- Public records
- 2
- Other people named
- hidden
- Formed
- 2022
NY business registry
As of · the advisors' Form U4 disclosures and the public records linked below
What it doesHow this is writtenThe description comes from the named source: the advisor’s own disclosure, the company’s website, its SEC Form D industry group, or the NAICS code on an SBA loan. DFX does not restate a legal purpose clause and does not write a description it could not source.
in the words of the record named beside it
- Business
- Personal LLC established for tax purposesreportedthe advisor's own disclosure
- Type
- Practice brandderived
- Formed
- Jan 7, 2022reportedNY business registry
- Status
- ActivereportedNY business registry
Observed operations
figures a public record reports; nothing estimated
- Sba-Backed Loans (1)
- $350,000reportedSBA 7(a)/504 loan data, Feb 18, 2026
- Jobs The Sba Loan Supported
- 6reportedSBA 7(a)/504 loan data, Feb 18, 2026
Recent activity
No change observed since DFX began reading the daily IAPD feed on 2026-09-14.
PeopleWhat these connections meanAdvisors are listed because each disclosed this company on their own Form U4. Other people are listed because a public record names them with it (an SEC Form D related person, a state registry principal). These are observed business connections. DFX does not know, and does not suggest, that any of them are an advisor’s clients.
registered advisors who disclosed it, and people other public records name
- J••• C•••••• · Role not statedregistered with A•••• C••••••
Related network
counts across the records on this page
- Registered advisors
- 1reportedself-disclosed
- Their firms
- 1derived
- Other people named
- hiddenreported
Sources and evidence
- SBA 7(a)/504 loan recordexact name, same statecity: BAY SHORE · name: C•••••• W••••• A••••••• G••••• L•• · loans: 1 · naics: 523940 · status: EXEMPT · business age: Existing or more than 2 years old · business type: CORPORATION · last approval: 2026-02-18
- name: C•••••• W••••• A••••••• G••••• L•• · county: Albany · status: ACTIVE · formed at: 2022-01-07 · entity type: DOMESTIC LIMITED LIABILITY COMPANY · registry id: 6369258 · jurisdiction: New York