DFX Intelligence

K••• F••••••• L••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor23 years in industry

K••• F••••••• L••••••

Advisor at B••••••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:58822f62-62c3-b12a-6fa9-9e6da4951449

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 18, 2006 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: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 30, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••	Independent wealth	Mar 3, 2025	n/a	yes	ATLANTA, GA	Current employment
S••••••••• A••••••• S••••••• I••	Former SEC adviser	Feb 10, 2022	Jul 1, 2024	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A••••••• S••••••• I••	B••••••••	Jul 1, 2024	Mar 3, 2025	245	Firm change	Other
C••••••••• C•••••• M••••••••• L••	S••••••••• A••••••• S••••••• I••	Dec 31, 2021	Feb 10, 2022

Relationships

Registered with (5)

→ B••••••••Registered adviserregistration: current employment
Mar 3, 2025 to presentfactForm ADV
→ S••••••••• A••••••• S••••••• I••Registered adviserregistration: previous registration
Feb 10, 2022 to Jul 1, 2024factForm ADV
→ C••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 12, 2017 to Dec 31, 2021factForm ADV
→ G••• • C••••••

Dated events

Occurred
Jul 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58822f62-62c3-b12a-6fa9-9e6da4951449
First observed: Dec 18, 2006
Last observed: Sep 14, 2026 9 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.