DFX Intelligence

T•••••• R••• F•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

T•••••• R••• F•••••••

Advisor at W•••• F•••• A•••••••

Atlanta, GA | ATLANTA, GA

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Search this name across graphsid dfx:ria:830b793a-3297-1a7f-ba51-80f2881c0278

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Dec 13, 2018 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: W•••• F•••• A•••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••• F•••• A•••••••	Wirehouse	Jun 23, 2023	n/a	yes	Atlanta, GA\|ATLANTA, GA\|Atlanta, GA	Current employment
W•••• F•••• A•••••••	Wirehouse	Dec 13, 2018	Jun 23, 2023	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Jun 23, 2023	Jun 23, 2023	0	Channel change	Wirehouse to wirehouse

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:GA:2023-06-16	Jun 23, 2023	Jun 23, 2023	ATLANTA, GA	Firm change

Relationships

Registered with (2)

→ W•••• F•••• A•••••••Registered adviserregistration: current employment
Jun 23, 2023 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Dec 13, 2018 to Jun 23, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:830b793a-3297-1a7f-ba51-80f2881c0278
First observed: Dec 13, 2018
Last observed: Sep 15, 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.