DFX Intelligence

V••••• W••••• P••••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

V••••• W••••• P••••••• L••

CRD 329809

ATLANTA, GA

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Search this name across graphsid dfx:ria:f06f09c8-df41-ad93-263a-94dc23ce99c2

Data as of Oct 14, 2024 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Oct 14, 2024 to Oct 14, 2024
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0
CRD: 329809

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
R••••• E••••• Y••••	n/a	ATLANTA, GA	1	29	4	no

Relationships

Registered with (1)

← R••••• E••••• Y••••Advisorregistration: current employment
Oct 23, 2024 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f06f09c8-df41-ad93-263a-94dc23ce99c2
First observed: Oct 14, 2024
Last observed: Oct 14, 2024 23 months ago
Source families: Federal regulator filings
3 registered feeds 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.