DFX Intelligence

D•••• S••••••••• M••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner41 years in industry

D•••• S••••••••• M••••

Advisor at E•••••• W•••••• L••

RIDGELAND, MS

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Search this name across graphsid dfx:ria:5b420650-7bed-0b55-7309-212ffd7227ac

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2017 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: E•••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 19, 1985earliest registration or exam on IAPD
Years in industry: 41derivedfrom 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
E•••••• W•••••• L••	Independent wealth	May 16, 2025	n/a	yes	RIDGELAND, MS	Current employment
C•••• • P•••••	Independent wealth	Oct 13, 2017	May 2, 2025	no	JACKSON, MS\|JACKSON, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• • P•••••	E•••••• W•••••• L••	May 2, 2025	May 16, 2025	14	Firm change	RIA to RIA

Relationships

Registered with (2)

→ E•••••• W•••••• L••Registered adviserregistration: current employment
May 16, 2025 to presentfactForm ADV
→ C•••• • P•••••Registered adviserregistration: previous registration
Oct 13, 2017 to May 2, 2025factForm ADV

Dated events

Occurred
May 2, 2025
Advisor changed firm
D•••• S••••••••• M•••• left C•••• • P••••• for E•••••• W•••••• L•• (registered 2025-05-16)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5b420650-7bed-0b55-7309-212ffd7227ac
First observed: Oct 13, 2017
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.