L•••• T•••••

Advisor at L••••• W••••• A•••••••• L••

TUCKER, 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:916afc62-0a0d-1235-0ebd-dd13e65252ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 0
On other graphs: 0
Observed: Oct 27, 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: L••••• W••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 8, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• W••••• A•••••••• L••	State registered	Mar 5, 2018	n/a	yes	TUCKER, GA	Current employment
B••••••••• G•••• • A•••••••••	Former SEC adviser	Aug 21, 2013	Feb 11, 2019	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• G•••• • A•••••••••	L••••• W••••• A•••••••• L••	Feb 11, 2019	Mar 5, 2018	-343	Firm change after gap	RIA to state RIA
L••••• W••••• A•••••••• L••	H••••• F•••••••• S•••••••• L••	Dec 31, 2017	Mar 30, 2012

Relationships

Registered with (6)

→ L••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 22, 2012 to Dec 31, 2017factForm ADV
→ B••••••••• G•••• • A•••••••••Registered adviserregistration: previous registration
Aug 21, 2013 to Feb 11, 2019factForm ADV
→ H••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 30, 2012 to Aug 21, 2013factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:916afc62-0a0d-1235-0ebd-dd13e65252ba
First observed: Oct 27, 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.