DFX Intelligence
Reading the graph
Reading the graph
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Advisor at B•••••••• I••••••••• G••••
CONYERS, GA | PHOENIX, AZ
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| B•••••••• I••••••••• G•••• | Independent wealth | May 6, 2025 | n/a | yes | PHOENIX, AZ|CONYERS, GA | Current employment |
| C••••••••• A••••••• L•• | Independent wealth | Sep 3, 2024 | Oct 9, 2024 | no | Conyers, GA|FAYETTEVILLE, AR |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| C••••••••• A••••••• L•• | B•••••••• I••••••••• G•••• | Oct 9, 2024 | May 6, 2025 | 209 | Firm change | RIA to RIA |
| S••••• O•• S••••••••• I••• | C••••••••• A••••••• L•• | Jan 31, 2023 | Sep 3, 2024 |
| S••••• O•• S••••••••• I••• | Bd affiliated wealth | Aug 6, 2020 | Jan 31, 2023 | no | JACKSON, TN|Conyers, GA|Atlanta, GA | Previous registration |
| V••••• A•••• M••••••••• | Independent wealth | Mar 17, 2016 | May 30, 2020 | no | Hoover, AL|DURHAM, NC|ATLANTA, GA | Previous registration |
| S••••• O•• S••••••••• I••• | Bd affiliated wealth | Jul 29, 2008 | Dec 23, 2015 | no | JACKSON, TN|Atlanta, GA | Previous registration |
| 581 |
| Firm change after gap |
| Ibd to RIA |
| V••••• A•••• M••••••••• | S••••• O•• S••••••••• I••• | May 30, 2020 | Aug 6, 2020 | 68 | Firm change | RIA to ibd |
| S••••• O•• S••••••••• I••• | V••••• A•••• M••••••••• | Dec 23, 2015 | Mar 17, 2016 | 85 | Firm change | Other |