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P•••••• S••••• L•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

P•••••• S••••• L•••

Advisor at I•••••••• F•••••••• S••••••••• L••

Atlanta, GA | ATLANTA, GA

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Search this name across graphsid dfx:ria:c89e7b91-cf5f-5616-b6c1-fd50f5048202

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Oct 17, 2023 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•••••••• F•••••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••• F•••••••• S••••••••• L••	State registered	Dec 18, 2024	n/a	yes	ATLANTA, GA\|Atlanta, GA	Current employment
E•• F•••••••• A•••••••	Independent wealth	Jan 19, 2024	Nov 11, 2024	no	SANDY SPRINGS, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•• F•••••••• A•••••••	I•••••••• F•••••••• S••••••••• L••	Nov 11, 2024	Dec 18, 2024	37	Firm change	RIA to state RIA
M•• I•••••••• S•••••••• L••	E•• F•••••••• A•••••••	Dec 11, 2023	Jan 19, 2024

Relationships

Registered with (3)

→ I•••••••• F•••••••• S••••••••• L••Registered adviserregistration: current employment
Dec 18, 2024 to presentfactForm ADV
→ E•• F•••••••• A•••••••Registered adviserregistration: previous registration
Jan 19, 2024 to Nov 11, 2024factForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 17, 2023 to Dec 11, 2023factForm ADV

Dated events

Occurred
Nov 11, 2024
Advisor changed firm
P•••••• S••••• L••• left E•• F•••••••• A••••••• for I•••••••• F•••••••• S••••••••• L•• (registered 2024-12-18)
Form ADVobserved 7 days ago
Occurred
Dec 11, 2023
Advisor changed firm
P•••••• S••••• L••• left M•• I•••••••• S•••••••• L•• for E•• F•••••••• A••••••• (registered 2024-01-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c89e7b91-cf5f-5616-b6c1-fd50f5048202
First observed: Oct 17, 2023
Last observed: Sep 15, 2026 7 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.