T••• C• T•••

Advisor at F•••••• W••••• C•••••••• L••

WOODSTOCK, GA | Elberta, AL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:49c3b484-371f-daa8-074c-f59390fa4a02

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 14, 2023 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: F•••••• W••••• C•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• W••••• C•••••••• L••	State registered	May 28, 2024	n/a	yes	Elberta, AL\|WOODSTOCK, GA	Current employment
C••••• I••••••••• M••••••••• C••••••• L••	Independent wealth	Sep 14, 2023	May 31, 2024	no	Daphne, AL\|METAIRIE, LA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• M••••••••• C••••••• L••	F•••••• W••••• C•••••••• L••	May 31, 2024	May 28, 2024	-3	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ F•••••• W••••• C•••••••• L••Registered adviserregistration: current employment
May 28, 2024 to presentfactForm ADV
→ C••••• I••••••••• M••••••••• C••••••• L••Registered adviserregistration: previous registration
Sep 14, 2023 to May 31, 2024factForm ADV

Dated events

Occurred
May 31, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49c3b484-371f-daa8-074c-f59390fa4a02
First observed: Sep 14, 2023
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.