DFX Intelligence

T••••• G•••••• W•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)25 years in industry

T••••• G•••••• W•••••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Atlanta, GA | ATLANTA, GA

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Search this name across graphsid dfx:ria:980f70de-c914-2524-0b91-201b562d25e0

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 5, 2012 to Sep 15, 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•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Feb 6, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D••••• F•••••••• P••••••• A•••••••	No RAUM reported	Dec 14, 2020	n/a	yes	ATLANTA, GA	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Dec 2, 2015	n/a	yes	Atlanta, GA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Q•••••• A•••• M••••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Dec 3, 2015	Dec 2, 2015	-1	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
133358:134139:GA:2015-12-03	Dec 3, 2015	Dec 2, 2015	WOODSTOCK, GA	Firm change

Relationships

Registered with (3)

→ D••••• F•••••••• P••••••• A•••••••Registered adviserregistration: current employment
Dec 14, 2020 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Dec 2, 2015 to presentfactForm ADV
→ Q•••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Nov 5, 2012 to Dec 3, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:980f70de-c914-2524-0b91-201b562d25e0
First observed: Nov 5, 2012
Last observed: Sep 15, 2026 7 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.