DFX Intelligence

T••••••• A••• F••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor18 years in industry

T••••••• A••• F••

Advisor at S••• M•••• M•••••••••

ATLANATA, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 10, 2008 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••• M•••• M•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 21, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••• M•••• M•••••••••	State registered	Feb 14, 2017	n/a	yes	ATLANATA, GA	Current employment
S••• M•••• M•••••••••	State registered	Jul 30, 2012	Dec 31, 2016	no	ATLANATA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• W••••• A•••••••• L••	S••• M•••• M•••••••••	Mar 22, 2012	Jul 30, 2012	130	Firm change	Other

Relationships

Registered with (2)

→ S••• M•••• M•••••••••Registered adviserregistration: previous registration
Jul 30, 2012 to Dec 31, 2016factForm ADV
→ G•••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 14, 2010 to Mar 22, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 10, 2008
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.