E••••• J• W••••

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:af54caf2-a3a4-91e9-5383-627efabcb6fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 18, 2003 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: Aug 19, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 2derivedfrom 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	Dec 15, 2023	n/a	yes	ATLANTA, GA	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 1, 2008	Nov 22, 2023	no	ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	R••••••• F•••••••• A•••••••• L••	Nov 22, 2023	Dec 15, 2023	23	Firm change	Wirehouse to RIA
A• G• E•••••• • S•••• I•••	W•••• F•••• A•••••••	Jan 1, 2008	Jan 1, 2008

Relationships

Registered with (3)

→ R••••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Dec 15, 2023 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 1, 2008 to Nov 22, 2023factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
Mar 18, 2003 to Jan 1, 2008factForm ADV

Dated events

Occurred
Nov 22, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:af54caf2-a3a4-91e9-5383-627efabcb6fa
First observed: Mar 18, 2003
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.