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W•••• A••••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

W•••• A••••• D••••

Advisor at S••••••••• D•••• A••••••• L••

MARIETTA, GA

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Search this name across graphsid dfx:ria:442b2d12-7920-11c9-18bf-a4965776d646

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: May 14, 2008 to Sep 19, 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••••••••• D•••• 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: Jan 26, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 10derivedfrom 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
S••••••••• D•••• A••••••• L••	Independent wealth	Jul 15, 2016	n/a	yes	MARIETTA, GA	Current employment
C•••••• B••• A•• T•••• C••••••	Asset manager	Jan 19, 2016	Apr 11, 2016	no

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
C•••••• B••• A•• T•••• C••••••	S••••••••• D•••• A••••••• L••	Apr 11, 2016	Jul 15, 2016	95	Firm change	Other
C•••••• G••••••• T•••• C••••••	C•••••• B••• A•• T•••• C••••••	Jan 19, 2016

Relationships

Registered with (4)

→ S••••••••• D•••• A••••••• L••Registered adviserregistration: current employment
Jul 15, 2016 to presentfactForm ADV
→ C•••••• B••• A•• T•••• C••••••Registered adviserregistration: previous registration
Jan 19, 2016 to Apr 11, 2016factForm ADV
→ C•••••• G••••••• T•••• C••••••Registered adviserregistration: previous registration
Jan 25, 2012 to Jan 19, 2016factForm ADV
→ N•••••••• B••••• B• L••

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 18, 2026
W•••• A••••• D•••• added a TX registration at S••••••••• D•••• A••••••• L••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:442b2d12-7920-11c9-18bf-a4965776d646
First observed: May 14, 2008
Last observed: Sep 19, 2026 3 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.