DFX Intelligence

C••••••• C•••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)13 years in industry

C••••••• C•••• H•••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Montgomery, AL | Fairhope, AL

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Oct 25, 2019 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: C•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Aug 25, 2022	n/a	yes	Fairhope, AL\|Montgomery, AL\|Fairhope, AL	Current employment
L•••• F••• A••••••• S•••••••	Bd affiliated wealth	Jul 6, 2021	Aug 26, 2022	no	MONTGOMERY, AL\|DALLAS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••• F••• A••••••• S•••••••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Aug 26, 2022	Aug 25, 2022	-1	Firm change	Ibd to ibd
S••••••••• W••••• P•••••••	L•••• F••• A••••••• S•••••••	Jul 8, 2021	Jul 6, 2021

Relationships

Registered with (4)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 25, 2022 to presentfactForm ADV
→ L•••• F••• A••••••• S•••••••Registered adviserregistration: previous registration
Jul 6, 2021 to Aug 26, 2022factForm ADV
→ S••••••••• W••••• P•••••••Registered adviserregistration: previous registration
Oct 29, 2019 to Jul 8, 2021factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

Order

Occurred
26 Aug 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 25, 2019
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.