DFX Intelligence

J••• W•••••• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

J••• W•••••• A•••••

Advisor at B••••••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:54a27451-50ab-abaa-9872-86442e8e1ddb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 1, 2015 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: B••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 10, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••	State registered	Sep 28, 2022	n/a	yes	ATLANTA, GA	Current employment
C•••• V••••• C•••••• L••	State registered	Jul 2, 2021	Sep 12, 2022	no	ROSWELL, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• V••••• C•••••• L••	B••••••••	Sep 12, 2022	Sep 28, 2022	16	Firm change	Other
M••••• S••••••	C•••• V••••• C•••••• L••	Jul 25, 2018	Jul 2, 2021

Relationships

Registered with (3)

→ B••••••••Registered adviserregistration: current employment
Sep 28, 2022 to presentfactForm ADV
→ C•••• V••••• C•••••• L••Registered adviserregistration: previous registration
Jul 2, 2021 to Sep 12, 2022factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Apr 1, 2015 to Jul 25, 2018factForm ADV

Dated events

Occurred
Sep 12, 2022
Advisor changed firm
J••• W•••••• A••••• left C•••• V••••• C•••••• L•• for Bloomwood (registered 2022-09-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54a27451-50ab-abaa-9872-86442e8e1ddb
First observed: Apr 1, 2015
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.