DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner22 years in industry

B•••• J••••• R••

Advisor at C•••••• I••••••••• A•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:b958a26d-c603-e545-fa90-90e97434e1d4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 10, 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: C•••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 16, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• I••••••••• A•••••••• L••	Independent wealth	Jul 25, 2011	n/a	yes	ATLANTA, GA	Current employment
W••• S••••••••• I•••	Former SEC adviser	Jul 24, 2008	Dec 23, 2025	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W••• S••••••••• I•••	C•••••• I••••••••• A•••••••• L••	Dec 23, 2025	Jul 25, 2011	-5,265	Firm change after gap	Other
C•••••• I••••••••• A••••••• L••	W••• S••••••••• I•••	Aug 1, 2011	Jul 24, 2008

Team moves

••• Locked

Team	Left	Joined	From	Kind
147762:158055:GA:2025-12-23	Dec 23, 2025	Jul 25, 2011	ATLANTA, GA	Firm change after gap

Relationships

Registered with (3)

→ C•••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Jul 25, 2011 to presentfactForm ADV
→ W••• S••••••••• I•••Registered adviserregistration: previous registration
Jul 24, 2008 to Dec 23, 2025factForm ADV
→ C•••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jul 10, 2008 to Aug 1, 2011factForm ADV

Dated events

Occurred
Dec 23, 2025
Advisor changed firm
B•••• J••••• R•• left W••• S••••••••• I••• for C•••••• I••••••••• A•••••••• L•• (registered 2011-07-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b958a26d-c603-e545-fa90-90e97434e1d4
First observed: Jul 10, 2008
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.