DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

C••••• W••••••••• L••••••

Advisor at G•••••• I•••••••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:055ed392-3026-7ec1-45cb-78830ddb2083

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 24, 2003 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•••••• I•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 5, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• I•••••••••	Independent wealth	Nov 6, 2023	n/a	yes	ATLANTA, GA	Current employment
G•••••• I•••••••••	Former SEC adviser	Aug 7, 2013	Dec 11, 2023	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• I•••••••••	G•••••• I•••••••••	Dec 11, 2023	Nov 6, 2023	-35	Channel change	RIA to RIA
G•••••• I••	G•••••• I•••••••••	Aug 6, 2013	Aug 7, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
168405:328039:GA:2023-12-11	Dec 11, 2023	Nov 6, 2023	ATLANTA, GA	Firm change after gap

Relationships

Registered with (4)

→ G•••••• I•••••••••Registered adviserregistration: current employment
Nov 6, 2023 to presentfactForm ADV
→ G•••••• I•••••••••Registered adviserregistration: previous registration
Aug 7, 2013 to Dec 11, 2023factForm ADV
→ G•••••• I••Registered adviserregistration: previous registration
Sep 3, 2010 to Aug 6, 2013factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:055ed392-3026-7ec1-45cb-78830ddb2083
First observed: Mar 24, 2003
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.