DFX Intelligence

K•••• W•••••• V••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

K•••• W•••••• V••••

Advisor at S•• C•••••• M••••••••• L••

Atlanta, GA | BOSTON, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5a2ca0e4-d346-2c0c-08c7-180d638ad4a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Feb 20, 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: S•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 13, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•• C•••••• M••••••••• L••	Independent wealth	Feb 14, 2025	n/a	yes	Atlanta, GA\|BOSTON, MA	Current employment
E••• C•••••• G••••• L••	Former SEC adviser	Feb 3, 2025	Feb 18, 2025	no	Atlanta, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••• C•••••• G••••• L••	S•• C•••••• M••••••••• L••	Feb 18, 2025	Feb 14, 2025	-4	Firm change	RIA to RIA
A••••••••• F•••••••• S•••••••• L••	E••• C•••••• G••••• L••	Apr 4, 2022	Feb 3, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
297596:122258:GA:2025-02-04	Feb 18, 2025	Feb 14, 2025	ATLANTA, GA	Firm change

Relationships

Registered with (7)

→ S•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 14, 2025 to presentfactForm ADV
→ E••• C•••••• G••••• L••Registered adviserregistration: previous registration
Feb 3, 2025 to Feb 18, 2025factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
May 24, 2021 to Apr 4, 2022factForm ADV
→ P••••••• C•••••• A••••••• C•••••••••

Dated events

Occurred
Feb 18, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 4, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5a2ca0e4-d346-2c0c-08c7-180d638ad4a3
First observed: Feb 20, 2015
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.