DFX Intelligence

R••• V•• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner11 years in industry

R••• V•• B••••••

Advisor at A•••• W••••• M••••••••• L••

ATLANTA, GA | BROOKFIELD, WI

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:8802c6d4-90ab-dbee-d613-73d779240856

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 25, 2021 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: A•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• W••••• M••••••••• L••	Independent wealth	Jan 21, 2026	n/a	yes	BROOKFIELD, WI\|ATLANTA, GA	Current employment
A•••• W••••• M••••••••• L••	Independent wealth	Oct 25, 2021	Jan 2, 2026	no	BROOKFIELD, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• W••••• M••••••••• L••	A•••• W••••• M••••••••• L••	Jan 2, 2026	Jan 21, 2026	19	Firm change	RIA to RIA

Relationships

Registered with (2)

→ A•••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 21, 2026 to presentfactForm ADV
→ A•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 25, 2021 to Jan 2, 2026factForm ADV

Dated events

Occurred
Jan 2, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8802c6d4-90ab-dbee-d613-73d779240856
First observed: Oct 25, 2021
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.