DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner29 years in industry

P••••• D••••••• C••

Advisor at B•••••••• W••••• P•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:0a3c50f2-5f75-912e-93e9-75141dafa68b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 26, 2007 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••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 20, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• W••••• P•••••••• L••	State registered	Oct 31, 2013	n/a	yes	ATLANTA, GA	Current employment
S••••• A••• A•••• M••••••••• I•••	Former SEC adviser	Apr 1, 2010	Oct 23, 2013	no	BIRMINGHAM, AL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• A••• A•••• M••••••••• I•••	B•••••••• W••••• P•••••••• L••	Oct 23, 2013	Oct 31, 2013	8	Firm change	Other
J• P• T••••• • C•••••• C•••••• M••••••••• L••	S••••• A••• A•••• M••••••••• I•••	Mar 15, 2010	Apr 1, 2010

Relationships

Registered with (3)

→ B•••••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Oct 31, 2013 to presentfactForm ADV
→ S••••• A••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Apr 1, 2010 to Oct 23, 2013factForm ADV
→ J• P• T••••• • C•••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 26, 2007 to Mar 15, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a3c50f2-5f75-912e-93e9-75141dafa68b
First observed: Sep 26, 2007
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.