DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

T••••• T••••• S•••••••

Advisor at V••••••• P•••••••• L••

CHAMBLEE, GA

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Search this name across graphsid dfx:ria:df7dc6b8-afb2-3447-33d4-d25be74473e2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 7, 2011 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: V••••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 27, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 12derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V••••••• P•••••••• L••	Independent wealth	May 20, 2014	n/a	yes	CHAMBLEE, GA	Current employment
R••••• B••• • C••• L••	Former SEC adviser	Feb 7, 2011	May 15, 2014	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• B••• • C••• L••	V••••••• P•••••••• L••	May 15, 2014	May 20, 2014	5	Firm change	Other

Relationships

Registered with (2)

→ V••••••• P•••••••• L••Registered adviserregistration: current employment
May 20, 2014 to presentfactForm ADV
→ R••••• B••• • C••• L••Registered adviserregistration: previous registration
Feb 7, 2011 to May 15, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:df7dc6b8-afb2-3447-33d4-d25be74473e2
First observed: Feb 7, 2011
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.