DFX Intelligence
Reading the graph
Reading the graph
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Advisor at A••••••••• F•••••••• S•••••••• L••
ATLANTA, GA
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| A••••••••• F•••••••• S•••••••• L•• | National bd RIA | Dec 22, 2025 | n/a | yes | ATLANTA, GA | Current employment |
| M••••• S•••••• | Wirehouse | Sep 8, 2022 | Dec 25, 2025 | no | Bethesda, MD|Atlanta, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| M••••• S•••••• | A••••••••• F•••••••• S•••••••• L•• | Dec 25, 2025 | Dec 22, 2025 | -3 | Firm change | Wirehouse to ibd |
| E•••• S••••••••• L•• | M••••• S•••••• | Jan 21, 2022 | Sep 8, 2022 |
| E•••• S••••••••• L•• | Bd affiliated wealth | Feb 3, 2021 | Jan 21, 2022 | no | BETHESDA, MD|WASHINGTON, DC | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Mar 29, 2019 | Jan 3, 2020 | no | CHARLOTTE, NC|NEW YORK, NY | Previous registration |
| E•••••••• A•••••••• L•• | National bd RIA | Sep 25, 2017 | Mar 30, 2018 | no | COLUMBIA, MD | Previous registration |
| 230 |
| Firm change |
| Ibd to wirehouse |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | E•••• S••••••••• L•• | Jan 3, 2020 | Feb 3, 2021 | 397 | Firm change | Wirehouse to ibd |
| E•••••••• A•••••••• L•• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Mar 30, 2018 | Mar 29, 2019 | 364 | Firm change | Ibd to wirehouse |