DFX Intelligence

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

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RIA / WealthAdvisor26 years in industry

R•••••• O••• M••••••

Advisor at W••••• W••••• L••

ATLANTA, GA | Marietta, 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:8eaa5682-813a-70ea-ae95-9f9766f28c33

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Aug 17, 2000 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••••• W••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 17, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• W••••• L••	Independent wealth	Jan 17, 2024	n/a	yes	ATLANTA, GA\|Marietta, GA	Current employment
W••••• W••••• L••	Independent wealth	Jun 14, 2023	Dec 31, 2023	no	Marietta, GA\|ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• W••••• M••••••••• L••	W••••• W••••• L••	May 15, 2023	Jun 14, 2023	30	Firm change	RIA to RIA
W••••••• C••••••	I•••••••• W••••• M••••••••• L••	Jan 27, 2020	Jan 7, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
154640:133705:GA:2016-12-31	Dec 31, 2016	May 2, 2017	ATLANTA, GA	Firm change

Relationships

Registered with (6)

→ W••••• W••••• L••Registered adviserregistration: previous registration
Jun 14, 2023 to Dec 31, 2023factForm ADV
→ I•••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 7, 2020 to May 15, 2023factForm ADV
→ W••••••• C••••••Registered adviserregistration: previous registration
May 2, 2017 to Jan 27, 2020factForm ADV
→ B•••• D•••••• I••••••••• P•••••••• L••

Dated events

Occurred
May 15, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8eaa5682-813a-70ea-ae95-9f9766f28c33
First observed: Aug 17, 2000
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.