W••••••• F•••••

Advisor at A••••••• S••••••• N••••••

ATLANTA, GA | Waynesville, NC

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:a7d022ad-6571-7a87-74fb-39c3af311465

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: 4
Dated events: 0
On other graphs: 0
Observed: Feb 13, 2009 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: A••••••• S••••••• N••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 7, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• S••••••• N••••••	Independent wealth	Aug 26, 2021	n/a	yes	Waynesville, NC\|Waynesville, NC\|ATLANTA, GA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 27, 2017	Aug 27, 2021	no	ASHEVILLE, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	A••••••• S••••••• N••••••	Aug 27, 2021	Aug 26, 2021	-1	Firm change	Wirehouse to RIA
W•••• F•••• A•••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 17, 2017	Oct 27, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:7691:NC:2017-10-17	Oct 17, 2017	Oct 27, 2017	CHARLOTTE, NC	Firm change

Relationships

Registered with (3)

→ A••••••• S••••••• N••••••Registered adviserregistration: current employment
Aug 26, 2021 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 27, 2017 to Aug 27, 2021factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jun 6, 2013 to Oct 17, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a7d022ad-6571-7a87-74fb-39c3af311465
First observed: Feb 13, 2009
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.