DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

W••••• A••• S•••

Advisor at E•••••••• R••••••• P••••••• L••

ATLANTA, GA | NEW YORK, NY

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Search this name across graphsid dfx:ria:44dee7dd-a363-ef57-ecba-eba1a38d34ea

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Nov 3, 2008 to Sep 15, 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: E•••••••• R••••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 3, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Current registrations: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•••••••• R••••••• P••••••• L••	State registered	Aug 23, 2023	n/a	yes	NEW YORK, NY\|ATLANTA, GA	Current employment

Relationships

Registered with (1)

→ E•••••••• R••••••• P••••••• L••Registered adviserregistration: current employment
Aug 23, 2023 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44dee7dd-a363-ef57-ecba-eba1a38d34ea
First observed: Nov 3, 2008
Last observed: Sep 15, 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.