DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner18 years in industry

T••••• W•••••• S••••

Advisor at F••• F•••••••• S•••••••

PEACHTREE CITY, GA

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Search this name across graphsid dfx:ria:b03a453a-55cc-87c7-a7c0-4be11306acc9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:41 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 20, 2008 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: F••• F•••••••• S•••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Aug 18, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T•• S•••• F•••••••• A••••••	State registered	Aug 31, 2026	n/a	yes	PEACHTREE CITY, GA	Current employment
F••• F•••••••• S•••••••	Former SEC adviser	Sep 9, 2015	n/a	yes	PEACHTREE CITY, GA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• T••••••• • K•••• L••	F••• F•••••••• S•••••••	Apr 19, 2011	Sep 9, 2015	1,604	Firm change after gap	Other

Relationships

Registered with (3)

→ T•• S•••• F•••••••• A••••••Registered adviserregistration: current employment
Aug 31, 2026 to presentfactForm ADV
→ F••• F•••••••• S•••••••Registered adviserregistration: current employment
Sep 9, 2015 to presentfactForm ADV
→ H•••••• T••••••• • K•••• L••Registered adviserregistration: previous registration
Aug 20, 2008 to Apr 19, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b03a453a-55cc-87c7-a7c0-4be11306acc9
First observed: Aug 20, 2008
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.