DFX Intelligence

N••••••• A••••••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

N••••••• A••••••• D••••

Advisor at W••••••••• C•••••• G••••• L••

METAIRIE, LA

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Search this name across graphsid dfx:ria:ebc740d2-b272-613b-546a-b6f3ada8abeb

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 3, 2009 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: W••••••••• C•••••• G••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: May 15, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• C•••••• G••••• L••	Mixed wealth	Jun 25, 2019	n/a	yes	METAIRIE, LA	Current employment
A•• W••••• M••••••••• G••••• L••	Independent wealth	Aug 18, 2011	n/a	yes	METAIRIE, LA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• A••• A•••• M••••••••• I•••	A•• W••••• M••••••••• G••••• L••	Aug 12, 2011	Aug 18, 2011	6	Firm change	Other

Relationships

Registered with (3)

→ W••••••••• C•••••• G••••• L••Registered adviserregistration: current employment
Jun 25, 2019 to presentfactForm ADV
→ A•• W••••• M••••••••• G••••• L••Registered adviserregistration: current employment
Aug 18, 2011 to presentfactForm ADV
→ S••••• A••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Jun 3, 2009 to Aug 12, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ebc740d2-b272-613b-546a-b6f3ada8abeb
First observed: Jun 3, 2009
Last observed: Sep 14, 2026 8 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.