A••• B•••

Advisor at A••••••••• F•••••••• S•••••••• L••

Decatur, GA | Atlanta, GA

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:62f1d038-15bd-0fd7-1669-fdec7f5e3c43

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Sep 8, 2003 to Sep 15, 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••••••••• F•••••••• S•••••••• L••
Current firm class: national broker-dealer RIAderived
Book size: not public••• Locked
Industry start: Aug 21, 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: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Sep 18, 2025	n/a	yes	Decatur, GA\|Atlanta, GA\|Decatur, GA	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Jul 21, 2025	Sep 2, 2025	no	Decatur, GA\|METTER, GA\|Decatur, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	A••••••••• F•••••••• S•••••••• L••	Sep 2, 2025	Sep 18, 2025	16	Firm change	Ibd to ibd
P••• A••••• S••••••••• L••	M•• I•••••••• S•••••••• L••	May 8, 2025	Jul 21, 2025

Relationships

Registered with (4)

→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: current employment
Sep 18, 2025 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Jul 21, 2025 to Sep 2, 2025factForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 29, 2024 to May 8, 2025factForm ADV
→ H•••••• T••••••• • K•••• L••

Dated events

Occurred
Sep 2, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 8, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 8, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:62f1d038-15bd-0fd7-1669-fdec7f5e3c43
First observed: Sep 8, 2003
Last observed: Sep 15, 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.