DFX Intelligence

G•••• P•••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industrynot currently registered

G•••• P•••••• P•••••

Advisor at T•••••••• C•••••• M••••••••• I•••

WATKINSVILLE, GA | Athens, GA

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Search this name across graphsid dfx:ria:1ff820da-ee21-559e-5f38-86c454b0fb13

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 2
On other graphs: 0
Observed: Sep 12, 2024 to Sep 15, 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: T•••••••• C•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•••••••• C•••••• M••••••••• I•••	Independent wealth	Apr 21, 2026	n/a	yes	Athens, GA\|WATKINSVILLE, GA	Current employment
S•••• F••• I••••••••• M••••••••• C••••	Asset manager	Sep 12, 2024	Apr 14, 2026	no	Braselton, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• F••• I••••••••• M••••••••• C••••	T•••••••• C•••••• M••••••••• I•••	Apr 14, 2026	Apr 21, 2026	7	Firm change	Other

Relationships

Registered with (2)

→ T•••••••• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Apr 21, 2026 to presentfactForm ADV
→ S•••• F••• I••••••••• M••••••••• C••••Registered adviserregistration: previous registration
Sep 12, 2024 to Apr 14, 2026factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Apr 14, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Show 1 bookkeeping events

First seen by DFX
Sep 17, 2026
date not stated
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1ff820da-ee21-559e-5f38-86c454b0fb13
First observed: Sep 12, 2024
Last observed: Sep 15, 2026 7 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.