M•••• N•• D••••

Advisor at C•••••• I••••••••• A•••••••• L••

ATLANTA, GA | Tampa, 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:1d6b3319-3c0c-f5c4-2588-bd4b1ffcc8af

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 27, 2022 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: C•••••• I••••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• I••••••••• A•••••••• L••	Independent wealth	Aug 13, 2026	n/a	yes	Tampa, FL\|ATLANTA, GA	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Apr 27, 2022	Aug 7, 2026	no	TAMPA, FL\|ORLANDO, FL\|TAMPA, FL\|TAMPA, FL\|TEMPLE TERRACE, FL\|TAMPA, FL\|NEW YORK, NY\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL\|TAMPA, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••• I••••••••• A•••••••• L••	Aug 7, 2026	Aug 13, 2026	6	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ C•••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Aug 13, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 27, 2022 to Aug 7, 2026factForm ADV

Dated events

Occurred
Aug 7, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1d6b3319-3c0c-f5c4-2588-bd4b1ffcc8af
First observed: Apr 27, 2022
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.