H••••• S• F••••

Advisor at R••••••• F•••••••• A•••••••• L••

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:4d66ec10-a2b3-e8c5-c02b-3b3408770ef0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 11, 2008 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: R••••••• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 27, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••• F•••••••• A•••••••• L••	Independent wealth	Nov 2, 2018	n/a	yes	ATLANTA, GA	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Feb 13, 2013	Nov 9, 2018	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	R••••••• F•••••••• A•••••••• L••	Nov 9, 2018	Nov 2, 2018	-7	Firm change	Ibd to RIA
M••••• K••••• • C••••••• L••	R•••••• J•••• • A••••••••• I•••	Feb 13, 2013	Feb 13, 2013

Relationships

Registered with (3)

→ R••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Nov 2, 2018 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Feb 13, 2013 to Nov 9, 2018factForm ADV
→ M••••• K••••• • C••••••• L••Registered adviserregistration: previous registration
Jun 11, 2008 to Feb 13, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d66ec10-a2b3-e8c5-c02b-3b3408770ef0
First observed: Jun 11, 2008
Last observed: Sep 14, 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.