DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

C••••••••• C••••••• S•••••

Advisor at R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Atlanta, GA

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Search this name across graphsid dfx:ria:088d0b16-4bd3-51bc-602e-c88b572753c1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 7, 2013 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: R•••••• J•••• F•••••••• S••••••• A•••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 5, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jun 26, 2026	n/a	yes	Atlanta, GA	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Sep 6, 2016	Jun 26, 2026	no	ATLANTA, GA\|ATLANTA, GA\|Atlanta, GA\|Marietta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jun 26, 2026	Jun 26, 2026	0	Firm change	Ibd to ibd
E••••• J••••	R•••••• J•••• • A••••••••• I•••	Sep 2, 2016	Sep 6, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
705:149018:GA:2026-06-26	Jun 26, 2026	Jun 26, 2026	MARIETTA, GA	Firm change

Relationships

Registered with (3)

→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: current employment
Jun 26, 2026 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Sep 6, 2016 to Jun 26, 2026factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Jan 7, 2013 to Sep 2, 2016factForm ADV

Dated events

Occurred
Jun 26, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:088d0b16-4bd3-51bc-602e-c88b572753c1
First observed: Jan 7, 2013
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.