DFX Intelligence

T••••• R•••• C•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

T••••• R•••• C•••

Advisor at W••••••• F•••••••• A•••••••• I•••

CHAPEL HILL, NC

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Search this name across graphsid dfx:ria:2bb9ab60-d45a-5bc4-58f7-1c5b5f622f4c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 14, 2022 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••••••• F•••••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••• F•••••••• A•••••••• I•••	Independent wealth	Jan 3, 2024	n/a	yes	CHAPEL HILL, NC	Current employment
A••••••• S••••••• N••••••	Independent wealth	Jun 14, 2022	Jun 23, 2023	no	ATLANTA, GA\|Chapel Hill, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• S••••••• N••••••	W••••••• F•••••••• A•••••••• I•••	Jun 23, 2023	Jan 3, 2024	194	Firm change	RIA to RIA

Relationships

Registered with (2)

→ W••••••• F•••••••• A•••••••• I•••Registered adviserregistration: current employment
Jan 3, 2024 to presentfactForm ADV
→ A••••••• S••••••• N••••••Registered adviserregistration: previous registration
Jun 14, 2022 to Jun 23, 2023factForm ADV

Dated events

Occurred
Jun 23, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bb9ab60-d45a-5bc4-58f7-1c5b5f622f4c
First observed: Jun 14, 2022
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.