J•••• G••••••

Advisor at D•• W•••••• L••

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:10b80527-e62c-83b2-21f2-bba7e9c20627

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 11, 2005 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: D•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 7, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•• W•••••• L••	Independent wealth	Jan 2, 2026	n/a	yes	ATLANTA, GA\|ATLANTA, GA	Current employment
S••••• M•••••••••	Independent wealth	Nov 17, 2020	Jan 5, 2026	no	Atlanta, GA\|NORTH LITTLE ROCK, AR\|Atlanta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• M•••••••••	D•• W•••••• L••	Jan 5, 2026	Jan 2, 2026	-3	Firm change	RIA to RIA
T••••• A••••••• S•••••••• I•••	S••••• M•••••••••	Nov 18, 2020	Nov 17, 2020

Relationships

Registered with (7)

→ D•• W•••••• L••Registered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ S••••• M•••••••••Registered adviserregistration: previous registration
Nov 17, 2020 to Jan 5, 2026factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 31, 2018 to Nov 18, 2020factForm ADV
→ M••••• S••••••

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:10b80527-e62c-83b2-21f2-bba7e9c20627
First observed: Apr 11, 2005
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.