DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

C••••••• L••••• W•••• I•••••

B•••••••• I••••••••• G••••independent RIACoyers, Ga IA-onlyIAPD 7834923

Feed of 09/15/2026

Also filed as C••••••• L. W••••

At current firm

1 y

since May 12, 2025

In the industry

12 y

since Jun 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

B•••••••• I••••••••• G•••• independent RIA current
since May 12, 2025 · Phoenix, Az
R•••••• P•••••• W••••• former
Nov 1, 2024 to Mar 28, 2025 · Conyers, Ga
C••••••••• A••••••• L•• independent RIA
Aug 5, 2024 to Oct 9, 2024 · Fayetteville, Ar
A•••••• S•••• W••••• M••••••••• L•• independent RIA
May 9, 2024 to Aug 19, 2024 · Conyers, Ga
F••••• W••••• W••••• M••••••••• L•• independent RIA
Mar 21, 2024 to Apr 5, 2024 · Canton, Ct

Moves

a registration end followed by a registration begin elsewhere

R•••••• P•••••• W••••• to B•••••••• I••••••••• G••••
left Mar 28, 2025, registered May 12, 2025 (45 days) · corporate re-registration, not a move
C••••••••• A••••••• L•• to R•••••• P•••••• W•••••
left Oct 9, 2024, registered Nov 1, 2024 (23 days) · RIA to RIA
A•••••• S•••• W••••• M••••••••• L•• to C••••••••• A••••••• L••
left Aug 19, 2024, registered Aug 5, 2024 (-14 days) · RIA to RIA
F••••• W••••• W••••• M••••••••• L•• to A•••••• S•••• W••••• M••••••••• L••
left Apr 5, 2024, registered May 9, 2024 (34 days) · RIA to RIA

Signals

C••••••• L••••• W•••• I••••• left C••••••••• A••••••• L•• for R•••••• P•••••• W••••• (registered 2024-11-01)
Oct 9, 2024 · a•••••• firm change · fact
C••••••• L••••• W•••• I••••• left A•••••• S•••• W••••• M••••••••• L•• for C••••••••• A••••••• L•• (registered 2024-08-05)
Aug 19, 2024 · a•••••• firm change · fact
C••••••• L••••• W•••• I••••• left F••••• W••••• W••••• M••••••••• L•• for A•••••• S•••• W••••• M••••••••• L•• (registered 2024-05-09)
Apr 5, 2024 · a•••••• firm change · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address