DFX Intelligence

W•••••• C••••••••• G••••••: 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 / WealthAdvisor10 years in industry

W•••••• C••••••••• G••••••

Advisor at A•••• G••••• A•••••••• L••

Milton, GA | HOUSTON, TX

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:ca05db83-f388-f532-3d86-e6df9edf01c4

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:05 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 15, 2019 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: A•••• G••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• G••••• A•••••••• L••	Independent wealth	Feb 21, 2023	n/a	yes	Milton, GA\|HOUSTON, TX	Current employment
E••••• J••••	National bd RIA	Oct 15, 2019	Feb 21, 2023	no	ST LOUIS, MO\|Dallas, GA\|Hiram, GA\|HIRAM, GA\|DALLAS, GA\|Douglasville, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	A•••• G••••• A•••••••• L••	Feb 21, 2023	Feb 21, 2023	0	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ A•••• G••••• A•••••••• L••Registered adviserregistration: current employment
Feb 21, 2023 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Oct 15, 2019 to Feb 21, 2023factForm ADV

Dated events

Occurred
Feb 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca05db83-f388-f532-3d86-e6df9edf01c4
First observed: Oct 15, 2019
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.