DFX Intelligence

T••••• V•••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)10 years in industry

T••••• V•••••• P•••••

Advisor at R••••••••• C•••••• M•••••••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:41aa816c-c2f1-194a-086f-7408350e35ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 22, 2021 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: R••••••••• C•••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••••• C•••••• M•••••••••	Bd affiliated wealth	Mar 13, 2026	n/a	yes	ATLANTA, GA	Current employment
R••••••••• C•••••• M•••••••••	Bd affiliated wealth	Jun 23, 2022	n/a	yes	ATLANTA, GA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	R••••••••• C•••••• M•••••••••	Jun 29, 2022	Jun 23, 2022	-6	Firm change	Wirehouse to ibd

Relationships

Registered with (3)

→ R••••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Mar 13, 2026 to presentfactForm ADV
→ R••••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Jun 23, 2022 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jan 22, 2021 to Jun 29, 2022factForm ADV

Dated events

Occurred
Jun 29, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41aa816c-c2f1-194a-086f-7408350e35ac
First observed: Jan 22, 2021
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.