DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

S••••••• W•••• S•••••••••

Advisor at C•••••• W•••••

Philadelphia, PA | DECATUR, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Dec 12, 2023 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: C•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W•••••	Independent wealth	Aug 21, 2026	n/a	yes	DECATUR, GA\|Philadelphia, PA	Current employment
M••••• F••• W••••• M••••••••• L••	Independent wealth	Dec 18, 2024	Jul 30, 2025	no	Philadelphia, PA\|ALEXANDRIA, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• F••• W••••• M••••••••• L••	C•••••• W•••••	Jul 30, 2025	Aug 21, 2026	387	Firm change	RIA to RIA
X••• S•••••••	M••••• F••• W••••• M••••••••• L••	Dec 17, 2024	Dec 18, 2024

Relationships

Registered with (4)

→ C•••••• W•••••Registered adviserregistration: current employment
Aug 21, 2026 to presentfactForm ADV
→ M••••• F••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 18, 2024 to Jul 30, 2025factForm ADV
→ X••• S•••••••Registered adviserregistration: previous registration
Aug 23, 2024 to Dec 17, 2024factForm ADV
→ S•• W•••••

Dated events

Occurred
Jul 30, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 17, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jul 26, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 12, 2023
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.