DFX Intelligence

A••••• J••••• L••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

A••••• J••••• L••••••

Advisor at V•••••••

PEACHTREE CITY, GA

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Search this name across graphsid dfx:ria:fb917493-4793-d935-16bb-efb8584a402a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 19, 2014 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: V•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 16, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
V•••••••	State registered	Jan 27, 2020	n/a	yes	PEACHTREE CITY, GA	Current employment
S•••••••• A•••••••	No RAUM reported	Jun 1, 2020	Oct 14, 2022	no	ATLANTA, GA\|Tyrone, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A•••••••	n/a	Oct 14, 2022	n/a	n/a	Departure no registered destination	Departure
S••••••••• F•••••••• A•••••••• L••	V•••••••	Feb 4, 2020	Jan 27, 2020	-8

Relationships

Registered with (6)

→ V•••••••Registered adviserregistration: current employment
Jan 27, 2020 to presentfactForm ADV
→ S•••••••• A•••••••Registered adviserregistration: previous registration
Jun 1, 2020 to Oct 14, 2022factForm ADV
→ S••••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Dec 14, 2017 to Feb 4, 2020factForm ADV
→ H••••••• F••••••••

Dated events

Occurred
Oct 14, 2022
Advisor departed, no destination yet
A••••• J••••• L•••••• no longer registered at S•••••••• A•••••••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fb917493-4793-d935-16bb-efb8584a402a
First observed: Dec 19, 2014
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.