K•••• A•• D••••

Advisor at C•••••• A•••• M••••••••• L••

Atlanta, GA | CHICAGO, IL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7e75a70a-c398-0119-64f9-3c7b89e29181

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 10, 2012 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: C•••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 14, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• A•••• M••••••••• L••	Independent wealth	Oct 5, 2021	n/a	yes	CHICAGO, IL\|Atlanta, GA	Current employment
B••••• C•••••• A•••••••• L••	Former SEC adviser	Jul 10, 2012	Oct 19, 2021	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••• C•••••• A•••••••• L••	C•••••• A•••• M••••••••• L••	Oct 19, 2021	Oct 5, 2021	-14	Firm change	RIA to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
155419:288566:GA:2021-10-19	Oct 19, 2021	Oct 5, 2021	ATLANTA, GA	Firm change

Relationships

Registered with (2)

→ C•••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Oct 5, 2021 to presentfactForm ADV
→ B••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jul 10, 2012 to Oct 19, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e75a70a-c398-0119-64f9-3c7b89e29181
First observed: Jul 10, 2012
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.