DFX Intelligence

T••• F••••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

T••• F••••••• S•••••

Advisor at W•••••• • C• A•••• M••••••••• G•••• I••

BERMUDA RUN, NC

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Search this name across graphsid dfx:ria:8f776a18-ea20-679f-514f-c3870d98c4e1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 10, 2009 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•••••• • C• A•••• M••••••••• G•••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• • C• A•••• M••••••••• G•••• I••	Independent wealth	Apr 26, 2018	n/a	yes	BERMUDA RUN, NC	Current employment
W•••••• • C• A•••• M••••••••• G•••• I••	Independent wealth	Feb 10, 2009	Nov 12, 2009	no	BERMUDA RUN, NC

Relationships

Registered with (1)

→ W•••••• • C• A•••• M••••••••• G•••• I••Registered adviserregistration: previous registration
Feb 10, 2009 to Nov 12, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8f776a18-ea20-679f-514f-c3870d98c4e1
First observed: Feb 10, 2009
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.