DFX Intelligence

C•••••• M• J•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor21 years in industry

C•••••• M• J•••••••

Advisor at F•••••• P•••••• W•••••• L••

BIRMINGHAM, AL

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Search this name across graphsid dfx:ria:079beaa6-5a14-57fc-9070-b1f133a9959b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 31, 2011 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: F•••••• P•••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 9, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••••• P•••••• W•••••• L••	Independent wealth	Apr 5, 2024	n/a	yes	BIRMINGHAM, AL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 31, 2011	Apr 8, 2024	no	BIRMINGHAM, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	F•••••• P•••••• W•••••• L••	Apr 8, 2024	Apr 5, 2024	-3	Firm change	Wirehouse to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:329636:AL:2024-04-08	Apr 8, 2024	Apr 5, 2024	BIRMINGHAM, AL	Firm change

Relationships

Registered with (2)

→ F•••••• P•••••• W•••••• L••Registered adviserregistration: current employment
Apr 5, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 31, 2011 to Apr 8, 2024factForm ADV

Dated events

Occurred
Apr 8, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:079beaa6-5a14-57fc-9070-b1f133a9959b
First observed: Jan 31, 2011
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.