DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

M•••••• T••••• B•••••••

Advisor at S• A•••••••• L••

ATLANTA, GA | Sumner, WA

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Search this name across graphsid dfx:ria:ecec47b8-472f-4329-a903-f5b0dfc382fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 24, 2004 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: S• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 3, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S• A•••••••• L••	Independent wealth	Sep 6, 2023	n/a	yes	ATLANTA, GA\|Sumner, WA	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Feb 14, 2018	Aug 17, 2022	no	ENUMCLAW, WA\|MILWAUKIE, OR\|ENUMCLAW, WA\|MILWAUKIE, OR\|PORTLAND, OR\|BELLINGHAM, WA\|BURLINGTON, WA\|FRIDAY HARBOR, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	S• A•••••••• L••	Aug 17, 2022	Sep 6, 2023	385	Firm change	RIA to RIA
I••••• F•••••••• C•••••••••	L•• F•••••••• L••	Feb 16, 2018	Feb 14, 2018

Relationships

Registered with (4)

→ S• A•••••••• L••Registered adviserregistration: current employment
Sep 6, 2023 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 14, 2018 to Aug 17, 2022factForm ADV
→ I••••• F•••••••• C•••••••••Registered adviserregistration: previous registration
Feb 19, 2009 to Feb 16, 2018factForm ADV
→ T••••••••• F•••••••• A•••••••• L••

Dated events

Occurred
Aug 17, 2022
Advisor changed firm
M•••••• T••••• B••••••• left L•• F•••••••• L•• for S• A•••••••• L•• (registered 2023-09-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ecec47b8-472f-4329-a903-f5b0dfc382fa
First observed: Sep 24, 2004
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.