DFX Intelligence

T••••• W••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst14 years in industry

T••••• W••• H•••

Advisor at S••••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:15ce7c90-d636-0f38-7378-42fa6925a0d9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2012 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: S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 3, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• L••	Independent wealth	Jun 13, 2017	n/a	yes	ATLANTA, GA	Current employment
G•• A••••••• S•••••••• L••	Asset manager	Feb 13, 2012	Jul 10, 2014	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•• A••••••• S•••••••• L••	S••••••••• L••	Jul 10, 2014	Jun 13, 2017	1,069	Firm change after gap	Other

Relationships

Registered with (2)

→ S••••••••• L••Registered adviserregistration: current employment
Jun 13, 2017 to presentfactForm ADV
→ G•• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 13, 2012 to Jul 10, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:15ce7c90-d636-0f38-7378-42fa6925a0d9
First observed: Feb 13, 2012
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.