D•••• G•• M••••

Advisor at M•••• W••••• M•••••••••

Greenville, SC

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:28b6a9eb-e647-1a1d-20c3-bfe334b82497

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 4, 2006 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•••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 23, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• W••••• M•••••••••	Independent wealth	Aug 19, 2022	n/a	yes	Greenville, SC	Current employment
W•••• F•••• A•••••••	Wirehouse	Apr 4, 2006	Aug 24, 2022	no	ASHEVILLE, NC\|HENDERSONVILLE, NC\|GREENVILLE, SC\|HENDERSONVILLE, NC\|GREENVILLE, SC\|HENDERSONVILLE, NC\|CHARLOTTE, NC\|ASHEVILLE, NC\|ARDEN, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	M•••• W••••• M•••••••••	Aug 24, 2022	Aug 19, 2022	-5	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ M•••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 19, 2022 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 4, 2006 to Aug 24, 2022factForm ADV

Dated events

Occurred
Aug 24, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:28b6a9eb-e647-1a1d-20c3-bfe334b82497
First observed: Apr 4, 2006
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.