DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner14 years in industry

T••••• E•••• M••••

Advisor at L•••

Atlanta, GA | LOS ANGELES, CA

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Search this name across graphsid dfx:ria:ed4507fa-f8a7-3998-e481-d12f7e77c30d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Sep 7, 2023 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: L•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L•••	Independent wealth	Jul 25, 2025	n/a	yes	LOS ANGELES, CA\|Atlanta, GA	Current employment
K••••• A••••••• S•••••••• L••	Bd affiliated wealth	Jun 17, 2024	Jul 21, 2025	no	Peachtree Corners, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• A••••••• S•••••••• L••	L•••	Jul 21, 2025	Jul 25, 2025	4	Firm change	Ibd to RIA
P•••• F•••• W••••• A•••••••• L••	K••••• A••••••• S•••••••• L••	Jun 10, 2024	Jun 17, 2024

Relationships

Registered with (3)

→ L•••Registered adviserregistration: current employment
Jul 25, 2025 to presentfactForm ADV
→ K••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jun 17, 2024 to Jul 21, 2025factForm ADV
→ P•••• F•••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 7, 2023 to Jun 10, 2024factForm ADV

Dated events

Occurred
Jul 21, 2025
Advisor changed firm
T••••• E•••• M•••• left K••••• A••••••• S•••••••• L•• for Lido (registered 2025-07-25)
Form ADVobserved 7 days ago
Occurred
Jun 10, 2024
Advisor changed firm
T••••• E•••• M•••• left P•••• F•••• W••••• A•••••••• L•• for K••••• A••••••• S•••••••• L•• (registered 2024-06-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed4507fa-f8a7-3998-e481-d12f7e77c30d
First observed: Sep 7, 2023
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.