DFX Intelligence

I•••• R••••••• A••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

I•••• R••••••• A••••

Advisor at S••••••• F•••••••• P•••••••

FAYETTEVILLE, NC

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Search this name across graphsid dfx:ria:3ddf6980-0faf-69c7-98f4-46c58eb44684

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 9, 2010 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: S••••••• F•••••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Aug 9, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••• F•••••••• P•••••••	State registered	Sep 22, 2014	n/a	yes	FAYETTEVILLE, NC	Current employment
F•••••••• F•••••••• C••••••••• P•	State registered	Aug 9, 2010	May 27, 2011	no	DURHAM, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• F•••••••• C••••••••• P•	S••••••• F•••••••• P•••••••	May 27, 2011	Sep 22, 2014	1,214	Firm change after gap	Other

Relationships

Registered with (2)

→ S••••••• F•••••••• P•••••••Registered adviserregistration: current employment
Sep 22, 2014 to presentfactForm ADV
→ F•••••••• F•••••••• C••••••••• P•Registered adviserregistration: previous registration
Aug 9, 2010 to May 27, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3ddf6980-0faf-69c7-98f4-46c58eb44684
First observed: Aug 9, 2010
Last observed: Sep 14, 2026 9 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.