DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner40 years in industry

L•• A•••••• B••••

Advisor at C••••• F•••••••• A•••••••• I•••

ATLANTA, GA

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Search this name across graphsid dfx:ria:6f897703-8dd6-42dd-8642-cecf41f6063a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:58 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 29, 2003 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: C••••• F•••••••• A•••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 1, 1986earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 17derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• F•••••••• A•••••••• I•••	State registered	May 29, 2009	n/a	yes	ATLANTA, GA	Current employment
C••••• F•••••••• A•••••••• I•••	State registered	Feb 7, 2005	Dec 31, 2008	no	n/a

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• P•••• A••••••• I•••	C••••• F•••••••• A•••••••• I•••	Nov 5, 2003	Apr 20, 2004	167	Firm change	Other

Relationships

Registered with (2)

→ C••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 7, 2005 to Dec 31, 2008factForm ADV
→ E•••••• P•••• A••••••• I•••Registered adviserregistration: previous registration
Aug 29, 2003 to Nov 5, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6f897703-8dd6-42dd-8642-cecf41f6063a
First observed: Aug 29, 2003
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.