C••••• E• J••••

Advisor at W••••• S•••••• A••••••• L••

NORCROSS, GA | ALPHARETTA, 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:b271a207-5355-29b4-7c55-35d9990468b6

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

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 18, 2019 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: W••••• S•••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••• S•••••• A••••••• L••	Independent wealth	Aug 24, 2022	n/a	yes	ALPHARETTA, GA\|NORCROSS, GA	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Sep 18, 2019	Jun 14, 2022	no	ALPHARETTA, GA\|Alpharetta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	W••••• S•••••• A••••••• L••	Jun 14, 2022	Aug 24, 2022	71	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
2881:321031:GA:2022-06-14	Jun 14, 2022	Aug 24, 2022	ALPHARETTA, GA	Firm change

Relationships

Registered with (2)

→ W••••• S•••••• A••••••• L••Registered adviserregistration: current employment
Aug 24, 2022 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Sep 18, 2019 to Jun 14, 2022factForm ADV

Dated events

Occurred
Jun 14, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b271a207-5355-29b4-7c55-35d9990468b6
First observed: Sep 18, 2019
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.