R•••• A• A••••

Advisor at A•••• W••••• M••••••••• 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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Oct 21, 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: A•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• M••••••••• L••	Independent wealth	May 19, 2026	n/a	yes	ATLANTA, GA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Jun 12, 2025	Dec 5, 2025	no	ATLANTA, GA\|Marietta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	A•••• W••••• M••••••••• L••	Dec 5, 2025	May 19, 2026	165	Firm change	Ibd to RIA
L•• F•••••••• L••	A••••••••• F•••••••• S•••••••• L••	Oct 22, 2024	Jun 12, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:6363:GA:2024-10-17	Oct 22, 2024	Jun 12, 2025	ATLANTA, GA	Firm change

Relationships

Registered with (5)

→ A•••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 19, 2026 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 12, 2025 to Dec 5, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jul 25, 2024 to Oct 22, 2024factForm ADV
→ M••••• S••••••

Dated events

Order

Occurred
5 Dec 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
22 Oct 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
13 Dec 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 21, 2013
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.