T••••• W•••••

Advisor at C••••••••• L••

••• Locked

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:96600e21-8d25-d9f4-05d3-48b45b0b2536

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Apr 19, 2022 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: C••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• L••	State registered	Mar 24, 2026	n/a	yes	ATLANTA, GA\|Cleveland, OH	Current employment
E•••• F•••••••• P•••••••	State registered	Oct 29, 2024	n/a	yes	CLEVELAND, OH	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	E•••• F•••••••• P•••••••	Jul 26, 2024	Oct 29, 2024	95	Firm change	Ibd to state RIA
O• I••••••••• M••••••••• C•	C•••••••• I••••••••• R••••••• A•••••••• I•••	Jul 1, 2022	Aug 12, 2022

Relationships

Registered with (4)

→ C••••••••• L••Registered adviserregistration: current employment
Mar 24, 2026 to presentfactForm ADV
→ E•••• F•••••••• P•••••••Registered adviserregistration: current employment
Oct 29, 2024 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 12, 2022 to Jul 26, 2024factForm ADV
→ O• I••••••••• M••••••••• C•

Dated events

Occurred
Jul 26, 2024
Advisor changed firm
T••••• W••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for E•••• F•••••••• P••••••• (registered 2024-10-29)
Form ADVobserved 7 days ago
Occurred
Jul 1, 2022
Advisor changed firm
T••••• W••••• left O• I••••••••• M••••••••• C• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2022-08-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96600e21-8d25-d9f4-05d3-48b45b0b2536
First observed: Apr 19, 2022
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.