DFX Intelligence

A•••• B••••••• J••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant18 years in industry

A•••• B••••••• J••••••

Advisor at S••••••••• P•••••• C•••••• M••••••••• L••

COLUMBIA, SC | Daniel Island, SC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 30, 2008 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••••••••• P•••••• C•••••• M••••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Apr 8, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom 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
S••••••••• P•••••• C•••••• M••••••••• L••	Other adviser	Jul 23, 2026	n/a	yes	Daniel Island, SC\|COLUMBIA, SC	Current employment
S•••••• S••••••••• I•••	Bd affiliated wealth	Feb 17, 2022	May 15, 2026	no	COLUMBUS, GA\|CHARLESTON, SC\|COLUMBUS, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• S••••••••• I•••	S••••••••• P•••••• C•••••• M••••••••• L••	May 15, 2026	Jul 23, 2026	69	Firm change	Other
F•••• C••••••• I••••••• S•••••••• I•••	S•••••• S••••••••• I•••	Feb 3, 2021	Feb 17, 2022

Relationships

Registered with (5)

→ S••••••••• P•••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jul 23, 2026 to presentfactForm ADV
→ S•••••• S••••••••• I•••Registered adviserregistration: previous registration
Feb 17, 2022 to May 15, 2026factForm ADV
→ F•••• C••••••• I••••••• S•••••••• I•••Registered adviserregistration: previous registration
Feb 12, 2016 to Feb 3, 2021factForm ADV
→ F•••• C••••••• A•••• M••••••••• I••

Dated events

Occurred
May 15, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 30, 2008
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.