DFX Intelligence

R••• A•••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner16 years in industry

R••• A•••• H•••••

Advisor at B•• W•••••• L••

Alpharetta, GA | ATLANTA, GA

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Search this name across graphsid dfx:ria:e119d66b-3b48-8483-12c0-d3bf861a86f2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 23, 2013 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: B•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• W•••••• L••	Independent wealth	Nov 28, 2022	n/a	yes	Alpharetta, GA\|ATLANTA, GA	Current employment
C•••••• E•••••••• G••••• I••	Independent wealth	Aug 14, 2019	Dec 31, 2022	no	Alpharetta, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• E•••••••• G••••• I••	B•• W•••••• L••	Dec 31, 2022	Nov 28, 2022	-33	Firm change after gap	RIA to RIA
R•••••• W••••• M••••••••• L••	C•••••• E•••••••• G••••• I••	Sep 21, 2018	Aug 14, 2019

Relationships

Registered with (3)

→ B•• W•••••• L••Registered adviserregistration: current employment
Nov 28, 2022 to presentfactForm ADV
→ C•••••• E•••••••• G••••• I••Registered adviserregistration: previous registration
Aug 14, 2019 to Dec 31, 2022factForm ADV
→ R•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 23, 2013 to Sep 21, 2018factForm ADV

Dated events

Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e119d66b-3b48-8483-12c0-d3bf861a86f2
First observed: Aug 23, 2013
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.