DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

S•••••• D••• A•••••••

Advisor at C•• W••••• M•••••••••

Macon, GA

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Search this name across graphsid dfx:ria:f3fe07ee-60b0-858a-175e-aad7310636ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 13, 2003 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: C•• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 18, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•• W••••• M•••••••••	Independent wealth	Mar 31, 2008	n/a	yes	Macon, GA	Current employment
C•••••• F•••••••• S•••••••• L••	n/a	Mar 3, 2008	Jun 16, 2008	no	MACON, GA\|MACON, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• F•••••••• S•••••••• L••	C•• W••••• M•••••••••	Jun 16, 2008	Mar 31, 2008	-77	Firm change after gap	Other
C•• W••••• M•••••••••	C•••••• F•••••••• S•••••••• L••	Mar 14, 2008	Mar 3, 2008

Relationships

Registered with (3)

→ C•• W••••• M•••••••••Registered adviserregistration: previous registration
Dec 7, 2005 to Mar 14, 2008factForm ADV
→ C•••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Mar 3, 2008 to Jun 16, 2008factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 13, 2003 to Nov 11, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3fe07ee-60b0-858a-175e-aad7310636ed
First observed: Mar 13, 2003
Last observed: Sep 14, 2026 9 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.