DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

G•••••• K•••• F•••••

Advisor at G•••••• W••••• P•••••••• L••

GRIFFIN, GA

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Search this name across graphsid dfx:ria:22d1b667-ffe4-2657-b534-a4362ef96ba3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 8, 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: G•••••• W••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 6, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• W••••• P•••••••• L••	Independent wealth	Jul 15, 2021	n/a	yes	GRIFFIN, GA	Current employment
T•• S•••••••• F•••••••• A•••••••	Bd affiliated wealth	Jun 21, 2016	Jul 15, 2021	no	GRIFFIN, GA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•• S•••••••• F•••••••• A•••••••	G•••••• W••••• P•••••••• L••	Jul 15, 2021	Jul 15, 2021	0	Firm change	Ibd to RIA
W•••• F•••• A•••••••	T•• S•••••••• F•••••••• A•••••••	Dec 9, 2014	Jun 21, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
126514:314602:GA:2021-07-15	Jul 15, 2021	Jul 15, 2021	ATLANTA, GA	Firm change

Relationships

Registered with (3)

→ G•••••• W••••• P•••••••• L••Registered adviserregistration: current employment
Jul 15, 2021 to presentfactForm ADV
→ T•• S•••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Jun 21, 2016 to Jul 15, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jul 8, 2013 to Dec 9, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22d1b667-ffe4-2657-b534-a4362ef96ba3
First observed: Jul 8, 2013
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.