R•• P••• O••••

Advisor at D•• W•••••• L••

ATLANTA, GA | HELENA, MT

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:74c4afe4-41cf-ffd3-47d4-f9a36dc66b39

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 30, 2007 to Sep 15, 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: D•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 18, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•• W•••••• L••	Independent wealth	Jan 4, 2026	n/a	yes	ATLANTA, GA\|HELENA, MT	Current employment
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Nov 5, 2008	Jan 2, 2026	no	HELENA, MT\|NORTH BEND, OR\|Cedar Rapids, IA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	D•• W•••••• L••	Jan 2, 2026	Jan 4, 2026	2	Firm change	Ibd to RIA
L•• F•••••••• L••	B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Nov 6, 2008	Nov 5, 2008

Relationships

Registered with (3)

→ D•• W•••••• L••Registered adviserregistration: current employment
Jan 4, 2026 to presentfactForm ADV
→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 5, 2008 to Jan 2, 2026factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 30, 2007 to Nov 6, 2008factForm ADV

Dated events

Occurred
Jan 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:74c4afe4-41cf-ffd3-47d4-f9a36dc66b39
First observed: Oct 30, 2007
Last observed: Sep 15, 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.