E••• L• T•••••

Advisor at R••••••• F•••••••• A•••••••• L••

ATLANTA, 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:a59b8c4a-bb6c-2324-1f8e-65c1dc73e66d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Apr 27, 2015 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: R••••••• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••• F•••••••• A•••••••• L••	Independent wealth	Mar 16, 2020	n/a	yes	ATLANTA, GA	Current employment
P••••••••• C•••••• A•••••••• L••	Independent wealth	May 17, 2018	Mar 31, 2020	no	ROSWELL, GA\|CHARLOTTE, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••••• C•••••• A•••••••• L••	R••••••• F•••••••• A•••••••• L••	Mar 31, 2020	Mar 16, 2020	-15	Firm change	RIA to RIA
M••••••• I•••••••••	P••••••••• C•••••• A•••••••• L••	Mar 21, 2018	May 17, 2018

Relationships

Registered with (3)

→ R••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Mar 16, 2020 to presentfactForm ADV
→ P••••••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
May 17, 2018 to Mar 31, 2020factForm ADV
→ M••••••• I•••••••••Registered adviserregistration: previous registration
Apr 27, 2015 to Mar 21, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a59b8c4a-bb6c-2324-1f8e-65c1dc73e66d
First observed: Apr 27, 2015
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.