DFX Intelligence

P•••••• T••••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

P•••••• T••••• H•••••

Advisor at I•• G••••• I•••

ATLANTA, GA

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Search this name across graphsid dfx:ria:c9d0d211-f6d8-2cdf-539e-55346ca47c47

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Nov 28, 2016 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: I•• G••••• I•••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•• G••••• I•••	Institutional manager	May 2, 2024	n/a	yes	ATLANTA, GA	Current employment
C••••••• P•••••••	Independent wealth	Jul 20, 2022	Mar 22, 2024	no	Charlotte, NC\|OVERLAND PARK, KS\|Atlanta, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••••	I•• G••••• I•••	Mar 22, 2024	May 2, 2024	41	Firm change	Other
K••••• A••••••• S•••••••• L••	C••••••• P•••••••	Jun 23, 2022	Jul 20, 2022

Relationships

Registered with (3)

→ I•• G••••• I•••Registered adviserregistration: previous registration
Nov 28, 2016 to Jun 13, 2019factForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Jul 20, 2022 to Mar 22, 2024factForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 31, 2020 to Jun 23, 2022factForm ADV

Dated events

Occurred
Mar 22, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 23, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c9d0d211-f6d8-2cdf-539e-55346ca47c47
First observed: Nov 28, 2016
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.