R•• A••• L••••

Advisor at ••••••••

Clayton, MO | Meridian, MS

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:887d7c1d-5470-06eb-18a1-439ade6ebd4d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 3, 2008 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: ••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 2, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom 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
••••••••	Independent wealth	Jul 30, 2026	n/a	yes	Clayton, MO\|Meridian, MS	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 22, 2010	Aug 11, 2026	no	MERIDIAN, MS\|OXFORD, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	••••••••	Aug 11, 2026	Jul 30, 2026	-12	Firm change	Wirehouse to RIA
S•••••• N••••••• • C••••••• I•••••••••	W•••• F•••• A•••••••	Apr 23, 2010	Apr 22, 2010

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:3767:MS:2026-08-11	Aug 11, 2026	Jul 30, 2026	OXFORD, MS	Firm change

Relationships

Registered with (4)

→ ••••••••Registered adviserregistration: current employment
Jul 30, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 22, 2010 to Aug 11, 2026factForm ADV
→ S•••••• N••••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
Aug 14, 2009 to Apr 23, 2010factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Aug 11, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:887d7c1d-5470-06eb-18a1-439ade6ebd4d
First observed: Jul 3, 2008
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.