DFX Intelligence

R•• P•••••• M••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst38 years in industry

R•• P•••••• M••••

Advisor at B•• W•••••• L••

ATLANTA, GA

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:846ee052-21b2-2ff4-8906-631c5228a297

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 1
Observed: Mar 24, 2003 to Sep 14, 2026

Across DFX

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

Private Equityidentity

R•• P•••••• M••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

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

Current firm: B•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 17, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• W•••••• L••	Independent wealth	Jun 22, 2026	n/a	yes	ATLANTA, GA	Current employment
R•• T•••••••	Former SEC adviser	Feb 19, 2016	Jul 17, 2026	no	ATLANTA, GA\|Sandy Springs, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•• T•••••••	B•• W•••••• L••	Jul 17, 2026	Jun 22, 2026	-25	Firm change	RIA to RIA
W••••••••• T•••• I••••••••• M•••••••••	R•• T•••••••	Feb 16, 2016	Feb 19, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
282509:143208:GA:2026-07-17	Jul 17, 2026	Jun 22, 2026	SANDY SPRINGS, GA	Firm change

Relationships

Registered with (4)

→ B•• W•••••• L••Registered adviserregistration: current employment
Jun 22, 2026 to presentfactForm ADV
→ R•• T•••••••Registered adviserregistration: previous registration
Feb 19, 2016 to Jul 17, 2026factForm ADV
→ W••••••••• T•••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Feb 25, 2005 to Feb 16, 2016factForm ADV
→ A••••••• F•••••••• A•••••••• L•••

Dated events

Occurred
Jul 17, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:846ee052-21b2-2ff4-8906-631c5228a297
First observed: Mar 24, 2003
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.