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

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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

T•••• C••••••••• A•••••••

Advisor at I•• A•••••••• L••

GAINESVILLE, GA | PEACHTREE CORNERS, GA | Peachtree Corners, GA | Gainesville, GA | ATLANTA, GA

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Search this name across graphsid dfx:ria:3a4e0f69-ab12-3c1a-f520-0ca2a3a31571

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 8, 2018 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: I•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 29, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Aug 30, 2023	n/a	yes	GAINESVILLE, GA\|PEACHTREE CORNERS, GA	Current employment
I•• A•••••••• L••	Independent wealth	Sep 20, 2021	n/a	yes	ATLANTA, GA\|Gainesville, GA\|Peachtree Corners, GA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
A••••• C••••••••• G••••	I•• A•••••••• L••	Sep 17, 2021	Sep 20, 2021	3	Firm change	Other
E••••• J••••	A••••• C••••••••• G••••	Apr 16, 2019

Relationships

Registered with (4)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Aug 30, 2023 to presentfactForm ADV
→ I•• A•••••••• L••Registered adviserregistration: current employment
Sep 20, 2021 to presentfactForm ADV
→ A••••• C••••••••• G••••Registered adviserregistration: previous registration
Mar 18, 2021 to Sep 17, 2021factForm ADV
→ E••••• J••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a4e0f69-ab12-3c1a-f520-0ca2a3a31571
First observed: Aug 8, 2018
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.