DFX Intelligence

S•••• G••••• B••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

S•••• G••••• B••••••••

Advisor at I••••• P••••••••• W•••••• L••

MARIETTA, GA | Lincoln, NE

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Search this name across graphsid dfx:ria:76c0eb27-5942-f47c-eff1-9fc486d6c665

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 29, 2023 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••••• P••••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••• P••••••••• W•••••• L••	Independent wealth	Aug 10, 2026	n/a	yes	MARIETTA, GA\|Lincoln, NE	Current employment
G••••••• A•••••••• L••	Independent wealth	Jun 29, 2023	Aug 3, 2026	no	Lincoln, NE\|ARDEN HILLS, MN\|Lincoln, NE

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• A•••••••• L••	I••••• P••••••••• W•••••• L••	Aug 3, 2026	Aug 10, 2026	7	Firm change	RIA to RIA

Relationships

Registered with (2)

→ I••••• P••••••••• W•••••• L••Registered adviserregistration: current employment
Aug 10, 2026 to presentfactForm ADV
→ G••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 29, 2023 to Aug 3, 2026factForm ADV

Dated events

Occurred
Aug 3, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:76c0eb27-5942-f47c-eff1-9fc486d6c665
First observed: Jun 29, 2023
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.