DFX Intelligence

T••••• J••• T••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)20 years in industry

T••••• J••• T••••••

Advisor at R••••••••• C•••••• M•••••••••

ATLANTA, 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:72846ffe-24d8-907f-6590-0b9144df53bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2008 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: R••••••••• C•••••• M•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 26, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••••• C•••••• M•••••••••	Bd affiliated wealth	Nov 5, 2025	n/a	yes	Atlanta, GA	Current employment
R••••••••• C•••••• M•••••••••	Bd affiliated wealth	Dec 11, 2018	n/a	yes	ATLANTA, GA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	R••••••••• C•••••• M•••••••••	Dec 18, 2018	Dec 11, 2018	-7	Firm change	Wirehouse to new firm
L••••• B••••••• I•••	U•• F•••••••• S••••••• I•••	Sep 24, 2008	Sep 16, 2008

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:291361:GA:2018-12-18	Dec 18, 2018	Dec 11, 2018	ATLANTA, GA	Firm change

Relationships

Registered with (4)

→ R••••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Nov 5, 2025 to presentfactForm ADV
→ R••••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Dec 11, 2018 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Sep 16, 2008 to Dec 18, 2018factForm ADV
→ L••••• B••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:72846ffe-24d8-907f-6590-0b9144df53bd
First observed: Mar 28, 2008
Last observed: Sep 14, 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.