DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

M•••••• A• P••••••

Advisor at R••••••• W••••• S••••••••• L••

Jackson, MS

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Search this name across graphsid dfx:ria:159c6d1a-784a-f5e0-0dac-2abf537e7503

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 21, 2015 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: R••••••• W••••• S••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••••••• W••••• S••••••••• L••	Independent wealth	Aug 15, 2022	n/a	yes	Jackson, MS	Current employment
C•••• • P•••••	Independent wealth	Feb 23, 2018	Jul 28, 2022	no	JACKSON, MS\|JACKSON, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••• • P•••••	R••••••• W••••• S••••••••• L••	Jul 28, 2022	Aug 15, 2022	18	Firm change	RIA to new firm
C••••••• G••••• L•••••	C•••• • P•••••	Dec 31, 2017	Feb 23, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
29163:318599:MS:2022-07-28	Jul 28, 2022	Aug 15, 2022	JACKSON, MS	Firm change

Relationships

Registered with (3)

→ R••••••• W••••• S••••••••• L••Registered adviserregistration: current employment
Aug 15, 2022 to presentfactForm ADV
→ C•••• • P•••••Registered adviserregistration: previous registration
Feb 23, 2018 to Jul 28, 2022factForm ADV
→ C••••••• G••••• L•••••Registered adviserregistration: previous registration
Dec 21, 2015 to Dec 31, 2017factForm ADV

Dated events

Occurred
Jul 28, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:159c6d1a-784a-f5e0-0dac-2abf537e7503
First observed: Dec 21, 2015
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.