DFX Intelligence

V••••• P•••••• W••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant28 years in industry

V••••• P•••••• W••••••••

Advisor at B•••• W•••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:088cd02c-01f1-8fb1-8147-3887822f1d21

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Nov 19, 2001 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: B•••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 9, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 9

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• W•••••• L••	Independent wealth	Nov 30, 2021	n/a	yes	ATLANTA, GA	Current employment
B•••• W•••••• L••	Former SEC adviser	Oct 21, 2024	Mar 7, 2025	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••• W•••••• L••	n/a	Mar 7, 2025	n/a	n/a	Departure no registered destination	Departure
C••• I••••••••• A•••••••• I•••	B•••• W•••••• L••	Dec 2, 2021	Nov 30, 2021	-2

Relationships

Registered with (10)

→ B•••• W•••••• L••Registered adviserregistration: current employment
Nov 30, 2021 to presentfactForm ADV
→ B•••• W•••••• L••Registered adviserregistration: previous registration
Oct 21, 2024 to Mar 7, 2025factForm ADV
→ C••• I••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 20, 2019 to Dec 2, 2021factForm ADV
→ A••••••• W••••• M••••••••• L••

Dated events

Occurred
Mar 7, 2025
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:088cd02c-01f1-8fb1-8147-3887822f1d21
First observed: Nov 19, 2001
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.