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RIA / WealthAdvisor13 years in industry

Devin Lamont Alphin

Advisor at CAPITALWIZE, LLC

Decatur, GA | ATLANTA, GA

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Search this name across graphsid dfx:ria:79e764b1-b84f-bbe8-e11d-404032355670

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 3
On other graphs: 0
Observed: May 2, 2014 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: CAPITALWIZE, LLC
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 2, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 2
Registered states: 1
Exams: S63|S66
First exam: Nov 2, 2012
First registration: May 2, 2014
Dual registered: no
Other names: Devin Alphin|DEVIN LAMONT ALPHIN
IAPD individual key: 6103157

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
PR SQUARED WEALTH MANAGEMENT LLC	State registered	May 22, 2025	n/a	yes	Decatur, GA\|ATLANTA, GA	Current employment
CAPITALWIZE, LLC	State registered	May 22, 2025	n/a	yes	ATLANTA, GA	Current employment
MML INVESTORS SERVICES, LLC	Bd affiliated wealth	Oct 31, 2024	Mar 12, 2025	no	Lilburn, GA\|Atlanta, GA	Previous registration
PR SQUARED WEALTH MANAGEMENT LLC	State registered	Mar 11, 2024	Sep 26, 2024	no	ATLANTA, GA\|Lawrenceville, GA	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Mar 3, 2016	Nov 8, 2023	no	Atlanta, GA\|ATLANTA, GA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	May 2, 2014	Feb 9, 2016	no	CONYERS, GA\|DECATUR, GA\|DECATUR, GA\|DECATUR, GA\|STONE MOUNTAIN, GA\|DECATUR, GA\|LILBURN, GA\|CONYERS, GA\|MORROW, GA\|STOCKBRIDGE, GA\|MORROW, GA\|STOCKBRIDGE, GA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MML INVESTORS SERVICES, LLC	PR SQUARED WEALTH MANAGEMENT LLC	Mar 12, 2025	May 22, 2025	71	Firm change	Ibd to state RIA
PR SQUARED WEALTH MANAGEMENT LLC	MML INVESTORS SERVICES, LLC	Sep 26, 2024	Oct 31, 2024	35	Firm change	Other
ADVICE AND PLANNING SERVICES	PR SQUARED WEALTH MANAGEMENT LLC	Nov 8, 2023	Mar 11, 2024	124	Firm change	Ibd to state RIA
J.P. MORGAN SECURITIES LLC	ADVICE AND PLANNING SERVICES	Feb 9, 2016	Mar 3, 2016	23	Firm change	Other

Relationships

Registered with (5)

→ CAPITALWIZE, LLCRegistered adviserregistration: current employment
May 22, 2025 to presentfactForm ADV
→ PR SQUARED WEALTH MANAGEMENT LLCRegistered adviserregistration: previous registration
Mar 11, 2024 to Sep 26, 2024factForm ADV
→ MML INVESTORS SERVICES, LLCRegistered adviserregistration: previous registration
Oct 31, 2024 to Mar 12, 2025factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Mar 3, 2016 to Nov 8, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
May 2, 2014 to Feb 9, 2016factForm ADV

Dated events

Occurred
Mar 12, 2025
Advisor changed firm
Devin Lamont Alphin left Mml Investors Services, Llc for Capitalwize, Llc (registered 2025-05-22)
Form ADVobserved 5 days ago
Occurred
Sep 26, 2024
Advisor changed firm
Devin Lamont Alphin left Pr Squared Wealth Management Llc for Mml Investors Services, Llc (registered 2024-10-31)
Form ADVobserved 5 days ago
Occurred
Nov 8, 2023
Advisor changed firm
Devin Lamont Alphin left Advice And Planning Services for Pr Squared Wealth Management Llc (registered 2024-03-11)
Form ADVobserved 5 days ago