D•••• T• W••••

Advisor at U•••••• I••••••••• M•••••••••

ATLANTA, GA

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:4c001c7b-7cdf-16b3-f4c3-07c59eed1b15

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 14, 2005 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: U•••••• I••••••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
U•••••• I••••••••• M•••••••••	Independent wealth	May 1, 2023	n/a	yes	ATLANTA, GA	Current employment
M••••• G••••• A••••••• I•••	Independent wealth	Apr 8, 2022	Mar 16, 2023	no	DENVER, CO\|Atlanta, GA\|Atlanta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• G••••• A••••••• I•••	U•••••• I••••••••• M•••••••••	Mar 16, 2023	May 1, 2023	46	Firm change	RIA to new firm
A•• W••••• I•••	M••••• G••••• A••••••• I•••	Dec 16, 2022	Apr 8, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
147363:326056:GA:2023-03-16	Mar 16, 2023	May 1, 2023	ATLANTA, GA	Firm change
150419:147363:GA:2022-12-16	Dec 16, 2022	Apr 8, 2022	ATLANTA, GA	Firm change after gap

Relationships

Registered with (5)

→ U•••••• I••••••••• M•••••••••Registered adviserregistration: current employment
May 1, 2023 to presentfactForm ADV
→ M••••• G••••• A••••••• I•••Registered adviserregistration: previous registration
Apr 8, 2022 to Mar 16, 2023factForm ADV
→ A•• W••••• I•••Registered adviserregistration: previous registration
Oct 5, 2018 to Dec 16, 2022factForm ADV
→ R••••••• F•••••••• A•••••••• L••

Dated events

Occurred
Mar 16, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 16, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c001c7b-7cdf-16b3-f4c3-07c59eed1b15
First observed: Oct 14, 2005
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.