DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

D••••• C••••••• W•••••••

Advisor at A••••••• S••••••• N••••••

LANDRUM, SC | ATLANTA, GA

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Search this name across graphsid dfx:ria:4f258517-79df-d9e0-fbd3-ccd3b7b85322

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 25, 2014 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: A••••••• S••••••• N••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 18, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• S••••••• N••••••	Independent wealth	May 1, 2014	n/a	yes	LANDRUM, SC\|ATLANTA, GA	Current employment
F•••••••• C•••••• M•••••••••	n/a	Apr 25, 2014	Apr 30, 2014	no	LANDRUM, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• C•••••• M•••••••••	A••••••• S••••••• N••••••	Apr 30, 2014	May 1, 2014	1	Firm change	Other

Relationships

Registered with (2)

→ A••••••• S••••••• N••••••Registered adviserregistration: current employment
May 1, 2014 to presentfactForm ADV
→ F•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Apr 25, 2014 to Apr 30, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f258517-79df-d9e0-fbd3-ccd3b7b85322
First observed: Apr 25, 2014
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.