DFX Intelligence

A•• C•••••••• S••••: 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 / WealthAdvisor20 years in industry

A•• C•••••••• S••••

Advisor at O•••••••••

Atlanta, GA | OVERLAND PARK, KS

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:e568af4b-25da-4786-8d70-acc80a91e7de

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Feb 1, 2006 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: O•••••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
O•••••••••	I•••••••••_MANAGER	Dec 12, 2025	n/a	yes	OVERLAND PARK, KS\|Atlanta, GA\|Atlanta, GA	Current employment
P•••••••• S••••••••• I•••	Bd affiliated wealth	Aug 1, 2022	Oct 20, 2025	no	ATLANTA, GA\|Atlanta, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• S••••••••• I•••	O•••••••••	Oct 20, 2025	Dec 12, 2025	53	Firm change	Other
I•• G••••• I•••	P•••••••• S••••••••• I•••	Jun 15, 2021	Aug 1, 2022

Relationships

Registered with (6)

→ O•••••••••Registered adviserregistration: current employment
Dec 12, 2025 to presentfactForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Aug 1, 2022 to Oct 20, 2025factForm ADV
→ I•• G••••• I•••Registered adviserregistration: previous registration
Nov 25, 2019 to Jun 15, 2021factForm ADV
→ L•• F•••••••• L••

Dated events

Occurred
Oct 20, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e568af4b-25da-4786-8d70-acc80a91e7de
First observed: Feb 1, 2006
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.