DFX Intelligence

L•••• D•••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

L•••• D•••• D•••••

Advisor at M••••• W••••• S••••••••• L••

GREENVILLE, SC

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Search this name across graphsid dfx:ria:94e325e3-07a5-811c-fe67-5f25aa4c10df

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 7, 2014 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: M••••• W••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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
M••••• W••••• S••••••••• L••	State registered	Jan 29, 2018	n/a	yes	GREENVILLE, SC	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	May 7, 2014	Jan 22, 2018	no	COLUMBUS, GA\|GREENVILLE, SC\|COLUMBIA, SC\|COLUMBIA, SC\|COLUMBIA, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	M••••• W••••• S••••••••• L••	Jan 22, 2018	Jan 29, 2018	7	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
110826:291032:SC:2018-01-22	Jan 22, 2018	Jan 29, 2018	COLUMBIA, SC	Firm change

Relationships

Registered with (2)

→ M••••• W••••• S••••••••• L••Registered adviserregistration: current employment
Jan 29, 2018 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
May 7, 2014 to Jan 22, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94e325e3-07a5-811c-fe67-5f25aa4c10df
First observed: May 7, 2014
Last observed: Sep 14, 2026 8 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.