DFX Intelligence

B•••• T••• O••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner19 years in industry

B•••• T••• O••••••

Advisor at W••••• I••••••••• L••

COLUMBUS, 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:8bbd8262-1af4-3b6a-215e-27db83436fbb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: May 14, 2007 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: W••••• I••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 27, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• I••••••••• L••	Independent wealth	Dec 5, 2024	n/a	yes	COLUMBUS, GA	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Sep 20, 2018	Jan 6, 2025	no	ZEBULON, GA\|Zebulon, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	W••••• I••••••••• L••	Jan 6, 2025	Dec 5, 2024	-32	Firm change after gap	Ibd to new firm
R•••••• J•••• • A••••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Sep 17, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:333253:GA:2025-01-06	Jan 6, 2025	Dec 5, 2024	ZEBULON, GA	Firm change after gap

Relationships

Registered with (5)

→ W••••• I••••••••• L••Registered adviserregistration: current employment
Dec 5, 2024 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Sep 20, 2018 to Jan 6, 2025factForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Feb 13, 2013 to Sep 17, 2018factForm ADV
→ M••••• K••••• • C••••••• L••

Dated events

Occurred
Jan 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8bbd8262-1af4-3b6a-215e-27db83436fbb
First observed: May 14, 2007
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.