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S••••••••• A••••••• S••••••• I••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserformer SEC adviserleft the SEC rosterRAUM none

S••••••••• A••••••• S••••••• I••

CRD 109817

ATLANTA, GA

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Search this name across graphsid dfx:ria:7808b931-4f5a-5829-54cf-239950bd749b

Data as of Jan 8, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 8
On other graphs: 1
Observed: Feb 1, 2012 to Jan 8, 2025
19 observations

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Allocatorsidentity

S••••••••• A••••••• S••••••• I••

Investment consultant · shared crd

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: former SEC adviserderivedabsent from the latest SEC roster
Regulatory AUM: $0Item 5.F on the latest filing (2025-01-08); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $0
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Advisors on IAPD: 0
Employees: 7
Advisory employees: 5
Offices

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
S••••••• J••••••• D••••	PRESIDENT, OWNER AND CHIEF COMPLIANCE OFFICER	E	yes	01/2022	Feb 15, 2022	Jul 1, 2024
Z•••• A•••••• N••	MANAGING DIRECTOR	Na	yes	06/2024	Jul 1, 2024

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2024	Jan 8, 2025	$0	$0	7	5	0	n/a	n/a
2023

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2024	$0	n/a	n/a	n/a	n/a	7	7	0	0

Relationships

Registered with (1)

← KURT FRANKLIN LOFTERSAdvisorregistration: previous registration
Feb 10, 2022 to Jul 1, 2024factForm ADV

Controls (2)

← S••••••• J••••••• D••••OwnerPRESIDENT, OWNER AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 15, 2022 to Jul 1, 2024factForm ADV
← Z•••• A•••••• N••OwnerMANAGING DIRECTOR, ownership code NA, individual
Jul 1, 2024 to Jul 1, 2024factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Jul 1, 2024
Control person joined
Nmi Ademir Zeco (Managing Director) appeared on Schedule A of S••••••••• A••••••• S••••••• I••
Form ADVobserved 7 days ago
Occurred
Jul 1, 2024
Control person left
Franklin Kurt Lofters (Managing Director And Chief Compliance Officer) no longer on Schedule A of S••••••••• A••••••• S••••••• I•• (listed 2024-02-08, absent 2024-07-01)
Form ADVobserved 7 days ago
Occurred
Jul 1, 2024
Advisor changed firm
Kurt Franklin Lofters left S••••••••• A••••••• S••••••• I•• for Balentine (registered 2025-03-03)
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7808b931-4f5a-5829-54cf-239950bd749b
First observed: Feb 1, 2012
Last observed: Jan 8, 2025 20 months ago
Source families: Federal regulator filings
3 registered feeds 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.