DFX Intelligence

S•••••• A••••• L••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor14 years in industry

S•••••• A••••• L••••••

Advisor at A••••••• S••••••• N••••••

ATLANTA, GA | Jacksonville, FL

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Search this name across graphsid dfx:ria:63941bed-56a8-02eb-0b15-4475af9aeaa0

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 3
On other graphs: 0
Observed: Oct 31, 2024 to Sep 17, 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••••••• S••••••• N••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• S••••••• N••••••	Independent wealth	Sep 16, 2026	n/a	yes	ATLANTA, GA\|Jacksonville, FL	Current employment
F•••••• F•••••••• A•••••••• L••	Bd affiliated wealth	Oct 31, 2024	n/a	yes	Jacksonville, FL	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••• F•••••••• A•••••••• L••	A••••••• S••••••• N••••••	Sep 15, 2026	Sep 16, 2026	1	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ A••••••• S••••••• N••••••Registered adviserregistration: current employment
Sep 16, 2026 to presentfactForm ADV
→ F•••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 31, 2024 to Sep 15, 2026factForm ADV

Dated events

2 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Sep 15, 2026
Advisor changed firm
••• Locked
Form ADVobserved 6 days ago

Show 2 bookkeeping events

Occurred
Sep 16, 2026
••• Locked
First seen by DFX
Sep 16, 2026
date not stated
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:63941bed-56a8-02eb-0b15-4475af9aeaa0
First observed: Oct 31, 2024
Last observed: Sep 17, 2026 6 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.