M•••• C••

Advisor at M•• P•••••••• I•••

Atlanta, GA

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Search this name across graphsid dfx:ria:05845791-1b0d-a39e-fb23-9b2514060483

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 15, 2020 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: M•• P•••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• P•••••••• I•••	Asset manager	Aug 1, 2023	n/a	yes	Atlanta, GA	Current employment
G•••••• S•••• W••••• S•••••••• L•••	Bd affiliated wealth	Jan 15, 2020	Nov 11, 2021	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G•••••• S•••• W••••• S•••••••• L•••	M•• P•••••••• I•••	Nov 11, 2021	Aug 1, 2023	628	Firm change after gap	Other

Relationships

Registered with (2)

→ M•• P•••••••• I•••Registered adviserregistration: current employment
Aug 1, 2023 to presentfactForm ADV
→ G•••••• S•••• W••••• S•••••••• L•••Registered adviserregistration: previous registration
Jan 15, 2020 to Nov 11, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05845791-1b0d-a39e-fb23-9b2514060483
First observed: Jan 15, 2020
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.