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RIA / WealthAdvisor15 years in industry

Sonia Crumpler

Advisor at MARTINWRIGHT ADVISORY, LLC

ATLANTA, GA

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Search this name across graphsid dfx:ria:53eee7c8-75c0-7015-d718-873b3b57c8a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 4:24 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 9, 2011 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: MARTINWRIGHT ADVISORY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Oct 10, 2011
First registration: Dec 9, 2011
Dual registered: no
Other names: SONIA BARBALHO|SONIA CLAUDIA BARBALHO|SONIA CLAUDIA BARBALHO CRUMPLER|SONIA CRUMPLER
IAPD individual key: 5954538

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MARTINWRIGHT ADVISORY, LLC	Independent wealth	Aug 4, 2026	n/a	yes	ATLANTA, GA	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Nov 9, 2018	Jul 15, 2026	no	ATLANTA, GA	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Sep 9, 2016	Nov 16, 2018	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Dec 9, 2011	Dec 31, 2016	no	ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA\|WINTER PARK, FL\|ATLANTA, GA\|ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	MARTINWRIGHT ADVISORY, LLC	Jul 15, 2026	Aug 4, 2026	20	Firm change	Wirehouse to RIA
TRUIST ADVISORY SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Nov 16, 2018	Nov 9, 2018	-7	Firm change	Ibd to wirehouse
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2016	Sep 9, 2016	-113	Bulk transfer	Other

Relationships

Registered with (4)

→ MARTINWRIGHT ADVISORY, LLCRegistered adviserregistration: current employment
Aug 4, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Nov 9, 2018 to Jul 15, 2026factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Sep 9, 2016 to Nov 16, 2018factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Dec 9, 2011 to Dec 31, 2016factForm ADV

Dated events

Occurred
Jul 15, 2026
Advisor changed firm
Sonia Crumpler left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Martinwright Advisory, Llc (registered 2026-08-04)
Form ADVobserved 5 days ago