DFX Intelligence

S••••• V••••• F•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

S••••• V••••• F•••••

Advisor at G•••••••• F•••••••• A•••••••• L••

Atlanta, GA

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Search this name across graphsid dfx:ria:7c91bb90-417a-c949-6824-0baf3aac57b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:53 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 4, 2019 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: G•••••••• F•••••••• A•••••••• L••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••••• F•••••••• A•••••••• L••	Institutional manager	Aug 28, 2025	n/a	yes	Atlanta, GA	Current employment
O•••••••••	Institutional manager	Oct 14, 2021	Sep 5, 2025	no	Atlanta, GA\|Atlanta, GA\|OVERLAND P•••, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••••	G•••••••• F•••••••• A•••••••• L••	Sep 5, 2025	Aug 28, 2025	-8	Firm change	Other
M•• I•••••••• S•••••••• L••	O•••••••••	Sep 13, 2021	Oct 14, 2021

Relationships

Registered with (4)

→ G•••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Aug 28, 2025 to presentfactForm ADV
→ O•••••••••Registered adviserregistration: previous registration
Oct 14, 2021 to Sep 5, 2025factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 2, 2021 to Sep 13, 2021factForm ADV
→ P••• A••••• S••••••••• L••

Dated events

Occurred
Sep 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c91bb90-417a-c949-6824-0baf3aac57b0
First observed: Apr 4, 2019
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.