DFX Intelligence

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

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RIA / WealthAdvisor29 years in industry

G••• T••••• W•••••••••

Advisor at B••••••• I••••••••• P• L••

Atlanta, GA

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Search this name across graphsid dfx:ria:be25fdfe-f7ca-c830-35c9-50618d571bae

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 2, 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••••••• I••••••••• P• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• I••••••••• P• L••	State registered	Feb 14, 2019	n/a	yes	Atlanta, GA	Current employment
S••••••• F•••••••• S•••••••• I•••	Former SEC adviser	Aug 1, 2007	Jan 8, 2019	no	ATLANTA, GA\|ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• A•••••••• I•••	S••••••• F•••••••• S•••••••• I•••	Jan 9, 2019	Aug 1, 2007	-4,179	Firm change after gap	Other
S••••••• F•••••••• S•••••••• I•••	B••••••• I••••••••• P• L••	Jan 8, 2019	Feb 14, 2019

Relationships

Registered with (4)

→ B••••••• I••••••••• P• L••Registered adviserregistration: current employment
Feb 14, 2019 to presentfactForm ADV
→ J••• A•••••••• I•••Registered adviserregistration: previous registration
May 2, 2003 to Jan 9, 2019factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 1, 2007 to Jan 8, 2019factForm ADV
→ G• F•••••••• A•••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:be25fdfe-f7ca-c830-35c9-50618d571bae
First observed: May 2, 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.