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R••• Y••••• F••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

R••• Y••••• F••••

Advisor at A••••••• W••••• M••••••••• L••

Atlanta, GA

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Search this name across graphsid dfx:ria:f462252b-b141-4a7b-e7ed-bd0dd61c1e12

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 30, 2015 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: A••••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• M••••••••• L••	Independent wealth	Nov 21, 2024	n/a	yes	Atlanta, GA	Current employment
M••••• S••••••	Wirehouse	Jan 14, 2021	May 18, 2023	no	Atlanta, GA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	A••••••• W••••• M••••••••• L••	May 18, 2023	Nov 21, 2024	553	Firm change after gap	Wirehouse to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M••••• S••••••	Jan 15, 2021

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
7691:149777:GA:2021-01-15	Jan 15, 2021	Jan 14, 2021	ATLANTA, GA	Firm change

Relationships

Registered with (3)

→ A••••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Nov 21, 2024 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jan 14, 2021 to May 18, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 30, 2015 to Jan 15, 2021factForm ADV

Dated events

Occurred
May 18, 2023
Advisor changed firm
R••• Y••••• F•••• left M••••• S•••••• for A••••••• W••••• M••••••••• L•• (registered 2024-11-21)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f462252b-b141-4a7b-e7ed-bd0dd61c1e12
First observed: Sep 30, 2015
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.