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S••••• W•••••• C••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

S••••• W•••••• C••••

Advisor at B•••• W•••••• L••

Atlanta, GA | ATLANTA, GA

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Search this name across graphsid dfx:ria:576e6edb-0537-98db-61f9-5375ea4c06e7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 10, 2005 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•••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 20, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••• W•••••• L••	Independent wealth	Aug 3, 2021	n/a	yes	Atlanta, GA\|ATLANTA, GA	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 10, 2014	Aug 10, 2021	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	B•••• W•••••• L••	Aug 10, 2021	Aug 3, 2021	-7	Firm change	Wirehouse to RIA
U•• F•••••••• S••••••• I•••	W•••• F•••• A•••••••	Apr 21, 2014	Apr 10, 2014

Relationships

Registered with (3)

→ B•••• W•••••• L••Registered adviserregistration: current employment
Aug 3, 2021 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 10, 2014 to Aug 10, 2021factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Jan 10, 2005 to Apr 21, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:576e6edb-0537-98db-61f9-5375ea4c06e7
First observed: Jan 10, 2005
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.