DFX Intelligence

A••• L•• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

A••• L•• F•••••••

Advisor at S• A•••••••• L••

ATLANTA, GA | Boca Raton, FL

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Search this name across graphsid dfx:ria:505508a7-517c-6ad3-d6e4-4a0441a68354

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 28, 2012 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: S• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S• A•••••••• L••	Independent wealth	Jan 1, 2025	n/a	yes	Boca Raton, FL\|ATLANTA, GA	Current employment
O••••••••• • C•• I•••	Bd affiliated wealth	Jan 3, 2022	Dec 12, 2022	no	BOCA RATON, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• • C•• I•••	S• A•••••••• L••	Dec 12, 2022	Jan 1, 2025	751	Firm change after gap	Ibd to RIA
M••••• S••••••	O••••••••• • C•• I•••	Sep 13, 2021	Jan 3, 2022

Relationships

Registered with (3)

→ S• A•••••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ O••••••••• • C•• I•••Registered adviserregistration: previous registration
Jan 3, 2022 to Dec 12, 2022factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Nov 28, 2012 to Sep 13, 2021factForm ADV

Dated events

Occurred
Dec 12, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:505508a7-517c-6ad3-d6e4-4a0441a68354
First observed: Nov 28, 2012
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.