DFX Intelligence

R••••• B•••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

R••••• B•••• S•••••

Advisor at G••••••• P•••••• W•••••

MEMPHIS, TN | RIDGELAND, MS

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Search this name across graphsid dfx:ria:13ac200a-5a64-9435-235c-55160dda09a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 25, 2013 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••••••• P•••••• W•••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 27, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• P•••••• W•••••	State registered	May 31, 2022	n/a	yes	RIDGELAND, MS\|MEMPHIS, TN	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Mar 21, 2019	Apr 28, 2022	no	MEMPHIS, TN\|Memphis, TN\|GUNTERSVILLE, AL\|MEMPHIS, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	G••••••• P•••••• W•••••	Apr 28, 2022	May 31, 2022	33	Firm change	RIA to state RIA
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	L•• F•••••••• L••	Oct 16, 2018	Mar 21, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:6413:TN:2018-10-16	Oct 16, 2018	Mar 21, 2019	MEMPHIS, TN	Firm change

Relationships

Registered with (6)

→ G••••••• P•••••• W•••••Registered adviserregistration: current employment
May 31, 2022 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 21, 2019 to Apr 28, 2022factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
May 6, 2016 to Oct 16, 2018factForm ADV
→ P••••••• W••••• A•••••••

Dated events

Occurred
Apr 28, 2022
Advisor changed firm
R••••• B•••• S••••• left L•• F•••••••• L•• for G••••••• P•••••• W••••• (registered 2022-05-31)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13ac200a-5a64-9435-235c-55160dda09a3
First observed: Jan 25, 2013
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.