DFX Intelligence

R••••• K••• T••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

R••••• K••• T••••••••

Advisor at G••••••• • W•••••• I•••

CANTON, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2014 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••••••• • W•••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 28, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
G••••••• • W•••••• I•••	Independent wealth	Feb 9, 2016	n/a	yes	CANTON, GA	Current employment
O•••• F•• I•••	Former SEC adviser	Sep 12, 2014	May 23, 2017	no	CANTON, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• F•• I•••	G••••••• • W•••••• I•••	May 23, 2017	Feb 9, 2016	-469	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
3870:136380:GA:2017-05-23	May 23, 2017	Feb 9, 2016	CANTON, GA	Firm change after gap

Relationships

Registered with (2)

→ G••••••• • W•••••• I•••Registered adviserregistration: current employment
Feb 9, 2016 to presentfactForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Sep 12, 2014 to May 23, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 12, 2014
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.