DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

C••••• B•••• L•••••••

Advisor at S••••

Powder Springs, GA | NEW YORK, NY

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Search this name across graphsid dfx:ria:00e1f04d-89d8-2f32-04e4-29f457778b14

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:52 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Oct 7, 2017 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: S••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••	Independent wealth	May 18, 2026	n/a	yes	Powder Springs, GA\|NEW YORK, NY	Current employment
P••••••••• C•••••• A•••••••	Independent wealth	Jan 10, 2022	Mar 18, 2026	no	MARIETTA, GA\|WESTLAKE, OH\|Marietta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• C•••••• A•••••••	S••••	Mar 18, 2026	May 18, 2026	61	Firm change	RIA to RIA
S•••••••• C••••••	P••••••••• C•••••• A•••••••	Jan 5, 2022	Jan 10, 2022

Relationships

Registered with (4)

→ S••••Registered adviserregistration: current employment
May 18, 2026 to presentfactForm ADV
→ P••••••••• C•••••• A•••••••Registered adviserregistration: previous registration
Jan 10, 2022 to Mar 18, 2026factForm ADV
→ S•••••••• C••••••Registered adviserregistration: previous registration
May 27, 2020 to Jan 5, 2022factForm ADV
→ J• W• C••• A•••••••• I•••

Dated events

Occurred
Mar 18, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jan 5, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:00e1f04d-89d8-2f32-04e4-29f457778b14
First observed: Oct 7, 2017
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.