DFX Intelligence

T••• D••••• K•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

T••• D••••• K•••

Advisor at C•••••••• W•••••

HIGHLANDS RANCH, CO | Atlanta, GA

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Search this name across graphsid dfx:ria:54317eaa-f098-4811-4791-58c40d80c3bb

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 3, 2019 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: C•••••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• W•••••	Independent wealth	Mar 14, 2025	n/a	yes	Atlanta, GA\|HIGHLANDS RANCH, CO	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Sep 3, 2019	Mar 31, 2025	no	ATLANTA, GA\|WASHINGTON, DC\|GREENWICH, CT\|Atlanta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	C•••••••• W•••••	Mar 31, 2025	Mar 14, 2025	-17	Firm change	Ibd to new firm

Relationships

Registered with (2)

→ C•••••••• W•••••Registered adviserregistration: current employment
Mar 14, 2025 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Sep 3, 2019 to Mar 31, 2025factForm ADV

Dated events

Occurred
Mar 31, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54317eaa-f098-4811-4791-58c40d80c3bb
First observed: Sep 3, 2019
Last observed: Sep 15, 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.