DFX Intelligence

G•••••• F•••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)14 years in industry

G•••••• F•••••• P•••••

Advisor at I•• A•••••••• L••

••• Locked

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:c5f04088-d9d7-be59-1310-5879a847b089

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 9, 2012 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: I•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2011earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• A•••••••• L••	Independent wealth	Aug 21, 2023	n/a	yes	Acworth, GA\|ATLANTA, GA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Feb 14, 2018	n/a	yes	CARTERSVILLE, GA\|ACWORTH, GA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• W••••• S••••••••• L••	I•• A•••••••• L••	Aug 16, 2023	Aug 21, 2023	5	Firm change	RIA to RIA
I••••• F•••••••• C•••••••••	L•• F•••••••• L••	Feb 14, 2018	Feb 14, 2018

Relationships

Registered with (4)

→ I•• A•••••••• L••Registered adviserregistration: current employment
Aug 21, 2023 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: current employment
Feb 14, 2018 to presentfactForm ADV
→ P•••••••• W••••• S••••••••• L••Registered adviserregistration: previous registration
Apr 20, 2022 to Aug 16, 2023factForm ADV
→ I••••• F•••••••• C•••••••••

Dated events

Occurred
Aug 16, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c5f04088-d9d7-be59-1310-5879a847b089
First observed: Mar 9, 2012
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.