DFX Intelligence

W••••• T••••• G•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

W••••• T••••• G•••••••••

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

Savannah, GA | TAMPA, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:3b542c60-f1a1-234c-bbcd-d42a5e01d5ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 5, 2024 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: Oct 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• I••••••••• A•••••••• L••	Independent wealth	Oct 22, 2025	n/a	yes	Savannah, GA\|TAMPA, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Apr 5, 2024	Oct 23, 2025	no	Savannah, GA\|SAVANNAH, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	C••••••••• I••••••••• A•••••••• L••	Oct 23, 2025	Oct 22, 2025	-1	Firm change	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
705:323135:GA:2025-10-23	Oct 23, 2025	Oct 22, 2025	SAVANNAH, GA	Firm change

Relationships

Registered with (2)

→ C••••••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Oct 22, 2025 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Apr 5, 2024 to Oct 23, 2025factForm ADV

Dated events

Occurred
Oct 23, 2025
Advisor changed firm
W••••• T••••• G••••••••• left R•••••• J•••• • A••••••••• I••• for C••••••••• I••••••••• A•••••••• L•• (registered 2025-10-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3b542c60-f1a1-234c-bbcd-d42a5e01d5ed
First observed: Apr 5, 2024
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.