DFX Intelligence

V•• C••••••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

V•• C••••••••• P•••••

Advisor at I•• A•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:6d5729c1-b97f-b49e-50ad-a3b9835f2276

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 30, 2012 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: I•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 2, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• A•••••••• L••	Independent wealth	Apr 6, 2026	n/a	yes	ATLANTA, GA	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Apr 27, 2016	Apr 1, 2026	no	ALPHARETTA, GA\|Alpharetta, GA\|AUSTIN, TX\|CHAMBLEE, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	I•• A•••••••• L••	Apr 1, 2026	Apr 6, 2026	5	Firm change	Ibd to RIA
N•• A•••••• S•••••••• L••	K••••• A••••••• S•••••••• L••	Sep 22, 2016	Apr 27, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
109011:42046:GA:2015-09-08	Sep 8, 2015	Sep 17, 2015	ALPHARETTA, GA	Firm change

Relationships

Registered with (5)

→ I•• A•••••••• L••Registered adviserregistration: current employment
Apr 6, 2026 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Apr 27, 2016 to Apr 1, 2026factForm ADV
→ N•• A•••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 17, 2015 to Sep 22, 2016factForm ADV
→ I••••••••• A••••••• S••••••• I••

Dated events

Occurred
Apr 1, 2026
A•••••• firm change
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d5729c1-b97f-b49e-50ad-a3b9835f2276
First observed: Jan 30, 2012
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.