DFX Intelligence

A••••• A••••••• C•••••••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

A••••• A••••••• C•••••••••

CRD 106738

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Search this name across graphsid dfx:ria:8ac6f9f9-90b3-39df-42f3-14b8f59c1d54

Data as of Mar 20, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 20, 2026 to Mar 20, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $28.1M••• Locked
Discretionary RAUM: $28.1M
Private client RAUM: $28.1Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 2
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
W•••••• B•••• A•••••	n/a	ATLANTA, GA	17	30	n/a	no
K•••• R•••••• R••••	n/a	ATLANTA, GA	6	11

Relationships

Registered with (4)

← K•••• R•••••• R••••Advisorregistration: current employment
Apr 24, 2020 to presentfactForm ADV
← W•••••• B•••• A•••••Advisorregistration: current employment
Jan 7, 2009 to presentfactForm ADV
← D•••••• A•••••Advisorregistration: previous registration
Jan 7, 2009 to Jan 23, 2024factForm ADV
← B•••• J••• E••••

Dated events

Occurred
Jan 23, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8ac6f9f9-90b3-39df-42f3-14b8f59c1d54
First observed: Mar 20, 2026
Last observed: Mar 20, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.