DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

B•••• S•••• B••••••••

Advisor at L•• F•••••••• L••

ATLANTA, GA | MILTON, GA

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Search this name across graphsid dfx:ria:b157f941-13ff-c89b-932d-60be543cde8a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 23, 2000 to Sep 15, 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: L•• F•••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•• F•••••••• L••	Bd affiliated wealth	Aug 24, 2023	n/a	yes	ATLANTA, GA\|MILTON, GA	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Apr 7, 2004	Mar 5, 2009	no	NASHVILLE, TN\|NASHVILLE, TN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	L•• F•••••••• L••	Mar 5, 2009	Aug 24, 2023	5,285	Firm change after gap	Other
U•• F•••••••• S••••••• I•••	C•••••••• G••••• M•••••• I•••	Nov 22, 2002	Apr 7, 2004

Relationships

Registered with (3)

→ L•• F•••••••• L••Registered adviserregistration: current employment
Aug 24, 2023 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Apr 7, 2004 to Mar 5, 2009factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Aug 23, 2000 to Nov 22, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b157f941-13ff-c89b-932d-60be543cde8a
First observed: Aug 23, 2000
Last observed: Sep 15, 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.