DFX Intelligence

F••••• L•••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

F••••• L•••• W•••••

Advisor at L••••• W••••• M••••••••• L••

RIDGELAND, MS

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Search this name across graphsid dfx:ria:c4678479-8621-4848-8976-aea66e7f7730

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 1, 2001 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: L••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• W••••• M••••••••• L••	Independent wealth	Aug 5, 2019	n/a	yes	RIDGELAND, MS	Current employment
B••••••• W••••• A•••••••	Independent wealth	Mar 22, 2010	Aug 6, 2019	no	RIDGELAND, MS\|JACKSON, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• W••••• A•••••••	L••••• W••••• M••••••••• L••	Aug 6, 2019	Aug 5, 2019	-1	Firm change	RIA to new firm
G••••••• C•••••• M••••••••• I•••	B••••••• W••••• A•••••••	Jan 8, 2003	Mar 22, 2010

Relationships

Registered with (3)

→ L••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Aug 5, 2019 to presentfactForm ADV
→ B••••••• W••••• A•••••••Registered adviserregistration: previous registration
Mar 22, 2010 to Aug 6, 2019factForm ADV
→ G••••••• C•••••• M••••••••• I•••Registered adviserregistration: previous registration
May 1, 2001 to Jan 8, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4678479-8621-4848-8976-aea66e7f7730
First observed: May 1, 2001
Last observed: Sep 14, 2026 9 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.