DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

B•••••• J•••• U••••

Advisor at C•••••• I••••••••• A•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:24411018-b31e-b24d-71de-15ab239cfce4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: Jan 15, 2021 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: C•••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• I••••••••• A•••••••• L••	Independent wealth	Apr 18, 2024	n/a	yes	ATLANTA, GA	Current employment
W••• S••••••••• I•••	Former SEC adviser	Aug 18, 2025	Dec 23, 2025	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••• S••••••••• I•••	n/a	Dec 23, 2025	n/a	n/a	Departure no registered destination	Departure
W•••• F•••• A•••••••	C•••••• I••••••••• A•••••••• L••	Mar 19, 2024	Apr 18, 2024	30

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:288590:NY:2021-04-22	Apr 22, 2021	May 20, 2021	NEW YORK, NY	Firm change

Relationships

Registered with (6)

→ C•••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 18, 2024 to presentfactForm ADV
→ W••• S••••••••• I•••Registered adviserregistration: previous registration
Aug 18, 2025 to Dec 23, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 6, 2022 to Mar 19, 2024factForm ADV
→ I•••••• A•••••••• I•••

Dated events

Occurred
Dec 23, 2025
Advisor departed, no destination yet
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 22, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24411018-b31e-b24d-71de-15ab239cfce4
First observed: Jan 15, 2021
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.