DFX Intelligence

D••••• R•••••• J••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor31 years in industry

D••••• R•••••• J••••

Advisor at I•• G••••• I•••

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:196f0476-38c3-37bb-0eb0-70a8430d0aea

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 24, 2003 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: I•• G••••• I•••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Dec 12, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• G••••• I•••	Institutional manager	Jul 22, 2020	n/a	yes	ATLANTA, GA	Current employment
I•• G••••• I•••	Institutional manager	Apr 25, 2003	Dec 10, 2012	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	I•• G••••• I•••	Oct 3, 2016	Apr 25, 2003	-4,910	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:126246:GA:2016-10-03	Oct 3, 2016	Apr 25, 2003	ATLANTA, GA	Firm change after gap

Relationships

Registered with (2)

→ I•• G••••• I•••Registered adviserregistration: previous registration
Apr 25, 2003 to Dec 10, 2012factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 24, 2003 to Oct 3, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:196f0476-38c3-37bb-0eb0-70a8430d0aea
First observed: Mar 24, 2003
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.