DFX Intelligence

C••••••• R••••• H•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

C••••••• R••••• H•••

Advisor at A••••• A•• P••••••• S•••••••

ATLANTA, GA | Roswell, GA

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Search this name across graphsid dfx:ria:657426b6-98c2-622f-3ae6-e6b80ad2a8b1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:00 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 9, 2015 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••••• A•• P••••••• S•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• A•• P••••••• S•••••••	Bd affiliated wealth	Aug 7, 2023	n/a	yes	ATLANTA, GA\|Roswell, GA	Current employment
I••••• P••••••••• W•••••• L••	Independent wealth	Oct 20, 2021	Jul 25, 2023	no	Kennesaw, GA\|ROSWELL, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••••• P••••••••• W•••••• L••	A••••• A•• P••••••• S•••••••	Jul 25, 2023	Aug 7, 2023	13	Firm change	RIA to ibd
T•• L•••• A••••••• G••••	I••••••• A••••••• L••	Aug 8, 2018	Sep 5, 2018

Relationships

Registered with (4)

→ A••••• A•• P••••••• S•••••••Registered adviserregistration: current employment
Aug 7, 2023 to presentfactForm ADV
→ I••••• P••••••••• W•••••• L••Registered adviserregistration: previous registration
Oct 20, 2021 to Jul 25, 2023factForm ADV
→ T•• L•••• A••••••• G••••Registered adviserregistration: previous registration
Sep 9, 2015 to Aug 8, 2018factForm ADV
→ I••••••• A••••••• L••Registered adviser

Dated events

Occurred
Jul 25, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:657426b6-98c2-622f-3ae6-e6b80ad2a8b1
First observed: Sep 9, 2015
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.