DFX Intelligence

R••••• B• D••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

R••••• B• D••••••

Advisor at S•• B••• A•••••••• I•••

ATLANTA, GA | Naperville, IL

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Search this name across graphsid dfx:ria:fcdd1573-8513-debf-0eb9-c9e6898ad319

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Mar 8, 2002 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: S•• B••• A•••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 9, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•• B••• A•••••••• I•••	Independent wealth	Apr 4, 2022	n/a	yes	ATLANTA, GA\|Naperville, IL	Current employment
E••••• W•••••• L••	Independent wealth	Sep 29, 2021	Jan 7, 2022	no	FORT LAUDERDALE, FL\|BOLINGBROOK, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• W•••••• L••	S•• B••• A•••••••• I•••	Jan 7, 2022	Apr 4, 2022	87	Firm change	RIA to RIA
I•••••••• A•••••••• L••	E••••• W•••••• L••	Jun 4, 2021	Sep 29, 2021

Relationships

Registered with (7)

→ S•• B••• A•••••••• I•••Registered adviserregistration: current employment
Apr 4, 2022 to presentfactForm ADV
→ E••••• W•••••• L••Registered adviserregistration: previous registration
Sep 29, 2021 to Jan 7, 2022factForm ADV
→ I•••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 12, 2018 to Jun 4, 2021factForm ADV
→ I••••••••• A••••••• C•••

Dated events

Occurred
Jan 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fcdd1573-8513-debf-0eb9-c9e6898ad319
First observed: Mar 8, 2002
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.