DFX Intelligence

D••••• W•••• R•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

D••••• W•••• R•••••••

Advisor at A•••• W••••• A•••••••• L••

A••••••, GA

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Search this name across graphsid dfx:ria:5e447f3c-bb24-f564-37c7-08b8055c1a58

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Sep 26, 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: A•••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 19, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• A•••••••• L••	Independent wealth	Feb 15, 2024	n/a	yes	A••••••, GA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Feb 17, 2016	Feb 22, 2024	no	Atlanta, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	A•••• W••••• A•••••••• L••	Feb 22, 2024	Feb 15, 2024	-7	Firm change	Ibd to new firm
A•••••• F•••••••• A••••••••• L••	C••••••••• F•••••••• N••••••	Feb 25, 2016	Apr 23, 2014

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:329448:GA:2024-02-16	Feb 22, 2024	Feb 15, 2024	A••••••, GA	Firm change

Relationships

Registered with (5)

→ A•••• W••••• A•••••••• L••Registered adviserregistration: current employment
Feb 15, 2024 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Feb 17, 2016 to Feb 22, 2024factForm ADV
→ A•••••• F•••••••• A••••••••• L••Registered adviserregistration: previous registration
Oct 30, 2013 to Feb 25, 2016factForm ADV
→ C••••••••• F•••••••• N••••••

Dated events

Occurred
Feb 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e447f3c-bb24-f564-37c7-08b8055c1a58
First observed: Sep 26, 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.