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I••••• F••••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor19 years in industry

I••••• F••••• B••••••

Advisor at S••••••••• L••

ATLANTA, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 1
Observed: Jan 3, 2007 to Sep 14, 2026

Across DFX

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

Private Equityidentity

I••••• F••••• B••••••

Private equity principal · Key CRD individual

Facts

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

Current firm: S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 3, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• L••	Independent wealth	Mar 30, 2018	n/a	yes	ATLANTA, GA	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Oct 21, 2014	Jan 11, 2018	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	S••••••••• L••	Jan 11, 2018	Mar 30, 2018	78	Firm change	Other
A••••••••• L•••	U•• F•••••••• S••••••• I•••	Jun 2, 2010	Oct 21, 2014

Relationships

Registered with (5)

→ S••••••••• L••Registered adviserregistration: current employment
Mar 30, 2018 to presentfactForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Oct 21, 2014 to Jan 11, 2018factForm ADV
→ A••••••••• L•••Registered adviserregistration: previous registration
Jun 27, 2007 to Jun 2, 2010factForm ADV
→ M••••• S•••••• • C•• L••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jan 3, 2007
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.