DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)31 years in industry

P••••• J••• P•••••••

Advisor at M••• A••••••• S•••••••• L••

ALPHARETTA, GA

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Search this name across graphsid dfx:ria:0ea08863-3432-3b5e-bd89-d03612f9eb9f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:00 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Mar 7, 2013 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••• A••••••• S•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 7, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• A••••••• S•••••••• L••	Independent wealth	Jul 2, 2024	n/a	yes	ALPHARETTA, GA	Current employment
O•••• W•••••• I•••	Bd affiliated wealth	Jan 19, 2024	Jul 2, 2024	no	ROSWELL, GA\|ALPHARETTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• W•••••• I•••	M••• A••••••• S•••••••• L••	Jul 2, 2024	Jul 2, 2024	0	Firm change	Ibd to RIA
W••••••• F•••••••• S•••••••• I•••	O•••• W•••••• I•••	Jan 19, 2024	Jan 19, 2024

Relationships

Registered with (4)

→ M••• A••••••• S•••••••• L••Registered adviserregistration: current employment
Jul 2, 2024 to presentfactForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Jan 19, 2024 to Jul 2, 2024factForm ADV
→ W••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 19, 2021 to Jan 19, 2024factForm ADV
→ C••••• C••••••• L••

Dated events

Occurred
Jul 2, 2024
Advisor changed firm
P••••• J••• P••••••• left O•••• W•••••• I••• for M••• A••••••• S•••••••• L•• (registered 2024-07-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ea08863-3432-3b5e-bd89-d03612f9eb9f
First observed: Mar 7, 2013
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.