DFX Intelligence

B•••••• S••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

B•••••• S••••• M•••••

Advisor at W••••••• W••••• C•••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:2478ee14-8ecd-0d07-6ff1-eb47758e5bd0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 3, 2006 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: W••••••• W••••• C•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 3, 2006earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• W••••• C•••••• L••	Independent wealth	Apr 5, 2016	n/a	yes	ATLANTA, GA	Current employment
W••••••• W••••• C•••••• L••	Independent wealth	Jun 16, 2014	Dec 31, 2015	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• B•••••••• L••	W••••••• W••••• C•••••• L••	Dec 31, 2014	Jun 16, 2014	-198	Firm change after gap	Other
C• B••••••••• P•••••• W•••••	G•••••• B•••••••• L••	Aug 25, 2010	Jan 2, 2013

Relationships

Registered with (4)

→ W••••••• W••••• C•••••• L••Registered adviserregistration: previous registration
Jun 16, 2014 to Dec 31, 2015factForm ADV
→ G•••••• B•••••••• L••Registered adviserregistration: previous registration
Jan 2, 2013 to Dec 31, 2014factForm ADV
→ C• B••••••••• P•••••• W•••••Registered adviserregistration: previous registration
Oct 23, 2009 to Aug 25, 2010factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2478ee14-8ecd-0d07-6ff1-eb47758e5bd0
First observed: Oct 3, 2006
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.