DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

C••••••••• G••••• B•••••

Advisor at O•••••••• W••••• A•••••••

Lyman, SC | VERO BEACH, FL

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Search this name across graphsid dfx:ria:10355c89-793f-61f0-c7e4-aa16df60e69a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 14, 2015 to Sep 15, 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: O•••••••• W••••• A•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••• W••••• A•••••••	State registered	Apr 17, 2021	n/a	yes	VERO BEACH, FL\|Lyman, SC	Current employment
C•••••• A•••••••	Bd affiliated wealth	Jan 11, 2017	Dec 23, 2020	no	Columbia, SC\|SOUTHFIELD, MI\|Mechanicsville, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A•••••••	O•••••••• W••••• A•••••••	Dec 23, 2020	Apr 17, 2021	115	Firm change	Ibd to state RIA
V••••• C•••••• M••••••••• L••	C•••••• A•••••••	Nov 30, 2016	Jan 11, 2017

Relationships

Registered with (4)

→ O•••••••• W••••• A•••••••Registered adviserregistration: current employment
Apr 17, 2021 to presentfactForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Jan 11, 2017 to Dec 23, 2020factForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 13, 2015 to Nov 30, 2016factForm ADV
→ R•••••• W••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10355c89-793f-61f0-c7e4-aa16df60e69a
First observed: Jan 14, 2015
Last observed: Sep 15, 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.