DFX Intelligence

R•••• C••••••• Y••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)18 years in industry

R•••• C••••••• Y••••••••

Advisor at M•••••• • N••••• A•••••••• L••

MABLETON, GA | FAIRPORT, NY

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:104ebf87-f6f2-987a-9177-b27c064df847

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jan 23, 2019 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•••••• • N••••• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• • N••••• A•••••••• L••	Mixed wealth	Sep 21, 2021	n/a	yes	MABLETON, GA\|FAIRPORT, NY	Current employment
C••••••• P•••••••	Independent wealth	Jan 6, 2021	Aug 30, 2021	no	Atlanta, GA\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••••	M•••••• • N••••• A•••••••• L••	Aug 30, 2021	Sep 21, 2021	22	Firm change	RIA to RIA
T••••••••• M•••••••••	C••••••• P•••••••	Oct 8, 2020	Jan 6, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
111055:105348:GA:2020-10-08	Oct 8, 2020	Jan 6, 2021	ATLANTA, GA	Firm change

Relationships

Registered with (3)

→ M•••••• • N••••• A•••••••• L••Registered adviserregistration: current employment
Sep 21, 2021 to presentfactForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Jan 6, 2021 to Aug 30, 2021factForm ADV
→ T••••••••• M•••••••••Registered adviserregistration: previous registration
Jan 23, 2019 to Oct 8, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:104ebf87-f6f2-987a-9177-b27c064df847
First observed: Jan 23, 2019
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.