DFX Intelligence

G••••• T••••• L•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner31 years in industry

G••••• T••••• L•••••

Advisor at R••••••••• C•••••• A•••••••• L••

GREENSBORO, GA

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Search this name across graphsid dfx:ria:09987248-43b9-86fe-f60f-62fec3b20fe8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 12, 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: R••••••••• C•••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 26, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••••• C•••••• A•••••••• L••	State registered	Jun 14, 2016	n/a	yes	GREENSBORO, GA	Current employment
B••••• L••••• F•••••••• G•••• L••	n/a	May 12, 2003	Dec 31, 2016	no	GREENSBORO, GA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• L••••• F•••••••• G•••• L••	R••••••••• C•••••• A•••••••• L••	Dec 31, 2016	Jun 14, 2016	-200	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
126989:281942:GA:2016-12-31	Dec 31, 2016	Jun 14, 2016	ATLANTA, GA	Firm change after gap

Relationships

Registered with (2)

→ R••••••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Jun 14, 2016 to presentfactForm ADV
→ B••••• L••••• F•••••••• G•••• L••Registered adviserregistration: previous registration
May 12, 2003 to Dec 31, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09987248-43b9-86fe-f60f-62fec3b20fe8
First observed: May 12, 2003
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.