DFX Intelligence

P•••••• H• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor22 years in industry

P•••••• H• P••••

Advisor at L••••• S••••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:facc5873-59b3-5ce1-71ae-7636c3e1e0be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:44 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jul 2, 2010 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••••• S••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Sep 14, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
L••••• S••••••••• L••	Asset manager	Jul 10, 2024	n/a	yes	ATLANTA, GA	Current employment
V••• I••••••••• M••••••••• C•• L••	Asset manager	Jan 19, 2024	Mar 12, 2024	no	NEW YORK, NY\|Atlanta, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• I••••••••• M••••••••• C•• L••	L••••• S••••••••• L••	Mar 12, 2024	Jul 10, 2024	120	Firm change	Other
I•••••• A•••••••• I•••	V••• I••••••••• M••••••••• C•• L••	Sep 5, 2023	Jan 19, 2024

Relationships

Registered with (3)

→ L••••• S••••••••• L••Registered adviserregistration: current employment
Jul 10, 2024 to presentfactForm ADV
→ V••• I••••••••• M••••••••• C•• L••Registered adviserregistration: previous registration
Jan 19, 2024 to Mar 12, 2024factForm ADV
→ I•••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 2, 2010 to Sep 5, 2023factForm ADV

Dated events

Occurred
Mar 12, 2024
Advisor changed firm
P•••••• H• P•••• left V••• I••••••••• M••••••••• C•• L•• for L••••• S••••••••• L•• (registered 2024-07-10)
Form ADVobserved 7 days ago
Occurred
Sep 5, 2023
Advisor changed firm
P•••••• H• P•••• left I•••••• A•••••••• I••• for V••• I••••••••• M••••••••• C•• L•• (registered 2024-01-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:facc5873-59b3-5ce1-71ae-7636c3e1e0be
First observed: Jul 2, 2010
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.