DFX Intelligence

E•••• L•••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)24 years in industry

E•••• L•••• B••••

Advisor at B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••

ATLANTA, GA

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Search this name across graphsid dfx:ria:b08066a0-0b2d-8c08-2822-37febebda856

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 12, 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: B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 15, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Bd affiliated wealth	Jan 5, 2011	n/a	yes	ATLANTA, GA	Current employment
E•• F•••••••• A•••••••	Independent wealth	Dec 19, 2007	Jan 6, 2011	no	ATLANTA, GA\|SANDY SPRINGS, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• F•••••••• A•••••••	B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••	Jan 6, 2011	Jan 5, 2011	-1	Firm change	Other
W•••• F•••• A•••••••	E•• F•••••••• A•••••••	Nov 27, 2007	Dec 19, 2007

Relationships

Registered with (4)

→ B•••••• F••••• • C•••••• F•••••••• S•••••••• I•••Registered adviserregistration: current employment
Jan 5, 2011 to presentfactForm ADV
→ E•• F•••••••• A•••••••Registered adviserregistration: previous registration
Dec 19, 2007 to Jan 6, 2011factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 2, 2006 to Nov 27, 2007factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b08066a0-0b2d-8c08-2822-37febebda856
First observed: Aug 12, 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.