What changed

Joined Praxis two years ago after 15 years as an advisor; moved with Praxis team from Wells Fargo FiNet to LPL.

Reported / discovered

Oct 5, 2026

Effective

Not reported

New role

Financial Advisor

Previous role

Not reported

Market

Alpharetta, GA

Reported book

$1.1B

Reported team size

4 people

Named people

4

Reported book AUM is not a confirmed transfer. Team size may include support staff. A missing effective date means it was not established from the available evidence.

Sources & evidence

This record is supported by reporting. It has not been independently corroborated by a linked registration observation.

Record history

4 observations consolidated into one event.