DFX Intelligence

G•••••••• E•••••••• K•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor13 years in industry

G•••••••• E•••••••• K•••

Advisor at B••• W••••• A•••••••• I•••

Canton, GA | Atlanta, GA

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Search this name across graphsid dfx:ria:ed99d639-daeb-c584-8f28-57f9b345f990

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Jan 8, 2021 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••••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
B••• W••••• A•••••••• I•••	I•••••••••_WEALTH	Apr 15, 2026	n/a	yes	Atlanta, GA\|Canton, GA	Current employment
F•••• P••••••• W•••••• L••	I•••••••••_WEALTH	Aug 22, 2024	Sep 2, 2025	no	Atlanta, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• P••••••• W•••••• L••	B••• W••••• A•••••••• I•••	Sep 2, 2025	Apr 15, 2026	225	Firm change	RIA to RIA
G••••• C••••••• L••	F•••• P••••••• W•••••• L••	Dec 2, 2024	Aug 22, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
173627:159289:GA:2024-12-02	Dec 2, 2024	Aug 22, 2024	ATLANTA, GA	Firm change after gap

Relationships

Registered with (6)

→ B••• W••••• A•••••••• I•••Registered adviserregistration: current employment
Apr 15, 2026 to presentfactForm ADV
→ F•••• P••••••• W•••••• L••Registered adviserregistration: previous registration
Aug 22, 2024 to Sep 2, 2025factForm ADV
→ G••••• C••••••• L••Registered adviserregistration: previous registration
Mar 10, 2023 to Dec 2, 2024factForm ADV
→ I••••••••• A•••••• A•••••••• L••

Dated events

Occurred
Sep 2, 2025
A•••••• firm change
G•••••••• E•••••••• K••• left F•••• P••••••• W•••••• L•• for B••• W••••• A•••••••• I••• (registered 2026-04-15)
Form ADVobserved 7 days ago
Occurred
Dec 2, 2024
A•••••• firm change
G•••••••• E•••••••• K••• left G••••• C••••••• L•• for F•••• P••••••• W•••••• L•• (registered 2024-08-22)
Form ADVobserved 7 days ago
Occurred
Aug 29, 2022
A•••••• firm change
G•••••••• E•••••••• K••• left I••••••••• A•••••• A•••••••• L•• for G••••• C••••••• L•• (registered 2023-03-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ed99d639-daeb-c584-8f28-57f9b345f990
First observed: Jan 8, 2021
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.