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R•••••• E•••••• R••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

R•••••• E•••••• R••••••••

Advisor at E•• W••••• M••••••••• L••

Cumming, GA | 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:51658031-4a59-2838-fda5-e16f1e5086a9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Apr 16, 2003 to Sep 15, 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: E•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 23, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
E•• W••••• M••••••••• L••	Independent wealth	Jan 10, 2023	n/a	yes	ATLANTA, GA\|Cumming, GA	Current employment
E•• F•••••••• A•••••••	Independent wealth	Sep 29, 2015	Dec 31, 2022	no	SANDY SPRINGS, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• F•••••••• A•••••••	E•• W••••• M••••••••• L••	Dec 31, 2022	Jan 10, 2023	10	Firm change	Ibd to RIA
M•• F•••••••• S•••••••• I•••	E•• F•••••••• A•••••••	Sep 8, 2015	Sep 29, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
265:302075:GA:2022-12-31	Dec 31, 2022	Jan 10, 2023	SANDY SPRINGS, GA	Firm change

Relationships

Registered with (6)

→ E•• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 10, 2023 to presentfactForm ADV
→ E•• F•••••••• A•••••••Registered adviserregistration: previous registration
Sep 29, 2015 to Dec 31, 2022factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 2, 2015 to Sep 8, 2015factForm ADV
→ N•• E•••••• S••••••••• C•••••••••

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
R•••••• E•••••• R•••••••• left E•• F•••••••• A••••••• for E•• W••••• M••••••••• L•• (registered 2023-01-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51658031-4a59-2838-fda5-e16f1e5086a9
First observed: Apr 16, 2003
Last observed: Sep 15, 2026 7 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.