DFX Intelligence

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

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RIA / WealthRegistered adviserState registeredState registeredRAUM under $100M

M•••••• G••••• I•••

CRD 122580

ANNISTON, AL

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Data as of Jul 21, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 21, 2026 to Jul 21, 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: $20.7M••• Locked
Discretionary RAUM: $20.7M
Private client RAUM: $20.7Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Employees: 3
Advisory employees: 2

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
T••••• G•••• M••••••	n/a	ANNISTON, AL	33	41	n/a	no
P••••• T••••• L••	n/a	ANNISTON, AL	0	13

Relationships

Registered with (2)

← P••••• T••••• L••Advisorregistration: current employment
Oct 8, 2025 to presentfactForm ADV
← T••••• G•••• M••••••Advisorregistration: current employment
Dec 8, 1992 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 21, 2026
Last observed: Jul 21, 2026 2 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.