DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

C••••••••• S•••• W•••••

Advisor at C••••••• A•••• M••••••••• L••

MORTON, IL | Greenville, SC

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Search this name across graphsid dfx:ria:de2babf5-f64b-7aba-c939-e904390f6a17

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Mar 10, 2014 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: C••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom 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••••••• A•••• M••••••••• L••	Independent wealth	Aug 26, 2026	n/a	yes	MORTON, IL\|Greenville, SC	Current employment
I••• H••• A••••••• L••	Independent wealth	Feb 28, 2022	Sep 8, 2026	no	GREENVILLE, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I••• H••• A••••••• L••	C••••••• A•••• M••••••••• L••	Sep 8, 2026	Aug 26, 2026	-13	Firm change	RIA to RIA
F•••••••• G•••••• A•••• M••••••••• I•••	I••• H••• A••••••• L••	Mar 2, 2022	Feb 28, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
144008:317040:SC:2022-03-02	Mar 2, 2022	Feb 28, 2022	GREENVILLE, SC	Firm change

Relationships

Registered with (4)

→ C••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 26, 2026 to presentfactForm ADV
→ I••• H••• A••••••• L••Registered adviserregistration: previous registration
Feb 28, 2022 to Sep 8, 2026factForm ADV
→ F•••••••• G•••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Mar 23, 2017 to Mar 2, 2022factForm ADV
→ V••••• A•••• M•••••••••

Dated events

Occurred
Sep 8, 2026
Advisor changed firm
C••••••••• S•••• W••••• left I••• H••• A••••••• L•• for C••••••• A•••• M••••••••• L•• (registered 2026-08-26)
Form ADVobserved 7 days ago
Occurred
Mar 2, 2022
Advisor changed firm
C••••••••• S•••• W••••• left F•••••••• G•••••• A•••• M••••••••• I••• for I••• H••• A••••••• L•• (registered 2022-02-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de2babf5-f64b-7aba-c939-e904390f6a17
First observed: Mar 10, 2014
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.