DFX Intelligence

2• S•••• W••••• M••••••••• I••: registered adviser on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

2• S•••• W••••• M••••••••• I••

CRD 292402

PANAMA CITY, FL

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:17057155-0f97-5ae7-0f4e-5e0a4461c4e1

Data as of Feb 12, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Feb 12, 2026 to Feb 12, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $24.0M••• Locked
Discretionary RAUM: $24.0M
Private client RAUM: $23.7Mderived••• Locked
Private client share: 99%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M•••••• J••••• G••••	Chartered Financial Consultant	Panama City, FL \| PANAMA CITY, FL \| CHARLOTTE, NC	0	20	2	yes

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	1	0

Relationships

Registered with (1)

← M•••••• J••••• G••••Advisorregistration: current employment
Feb 2, 2026 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:17057155-0f97-5ae7-0f4e-5e0a4461c4e1
First observed: Feb 12, 2026
Last observed: Feb 12, 2026 7 months ago
Source families: Federal regulator filings
3 registered feeds 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.