DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

R••••• A•••• N••••

Advisor at C•••••••• R••••••••• P•••••••

COLLEGE PARK, GA

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Search this name across graphsid dfx:ria:4012af43-a325-14a4-c6b8-8149e81aa08b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 14, 2003 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•••••••• R••••••••• P•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Feb 23, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• R••••••••• P•••••••	Institutional manager	Jan 6, 2012	n/a	yes	COLLEGE PARK, GA	Current employment
C•••••••• R••••••••• P•••••••	Institutional manager	May 6, 2009	Dec 31, 2011	no	COLLEGE PARK, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••••• A•••••••• L••	C•••••••• R••••••••• P•••••••	Apr 7, 2009	May 6, 2009	29	Firm change	Other
C•••••••• G••••• M•••••• I•••	E•••••••• A•••••••• L••	Aug 5, 2005	Feb 20, 2008

Relationships

Registered with (3)

→ C•••••••• R••••••••• P•••••••Registered adviserregistration: previous registration
May 6, 2009 to Dec 31, 2011factForm ADV
→ E•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 20, 2008 to Apr 7, 2009factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Apr 14, 2003 to Aug 5, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4012af43-a325-14a4-c6b8-8149e81aa08b
First observed: Apr 14, 2003
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.