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S•••••• K• D•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

S•••••• K• D•••

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

Atlanta, GA

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Search this name across graphsid dfx:ria:7812cea6-9f4d-51be-def8-bf52872bfad8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:12 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 9, 2014 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: F•••• C••••••• A•••• M••••••••• I••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 15, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 9derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• C••••••• A•••• M••••••••• I••	Bd affiliated wealth	Jan 23, 2017	n/a	yes	Atlanta, GA	Current employment
P•• C•••••• A••••••• L••	Other adviser	May 9, 2014	Apr 4, 2016	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• C•••••• A••••••• L••	F•••• C••••••• A•••• M••••••••• I••	Apr 4, 2016	Jan 23, 2017	294	Firm change	Other

Relationships

Registered with (2)

→ F•••• C••••••• A•••• M••••••••• I••Registered adviserregistration: current employment
Jan 23, 2017 to presentfactForm ADV
→ P•• C•••••• A••••••• L••Registered adviserregistration: previous registration
May 9, 2014 to Apr 4, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7812cea6-9f4d-51be-def8-bf52872bfad8
First observed: May 9, 2014
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.