DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultantdual registered (broker-dealer)24 years in industry

M•••••• A•••••• B••••••

Advisor at F••••• W••••• W••••• M••••••••• L••

CANTON, CT | Atlanta, GA

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Search this name across graphsid dfx:ria:2bb785b4-c35e-f721-62ee-4c0b09d59058

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 13, 2007 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: F••••• W••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 24, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••• W••••• W••••• M••••••••• L••	Independent wealth	Jul 14, 2020	n/a	yes	Atlanta, GA\|CANTON, CT	Current employment
F•••• H•••••••• C••••••••• I•••	Bd affiliated wealth	Nov 24, 2010	Oct 1, 2012	no	ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••• H•••••••• C••••••••• I•••	F••••• W••••• W••••• M••••••••• L••	Oct 1, 2012	Jul 14, 2020	2,843	Firm change after gap	Other
S••••••• F•••••••• S•••••••• I•••	F•••• H•••••••• C••••••••• I•••	May 25, 2010	Nov 24, 2010

Relationships

Registered with (3)

→ F••••• W••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 14, 2020 to presentfactForm ADV
→ F•••• H•••••••• C••••••••• I•••Registered adviserregistration: previous registration
Nov 24, 2010 to Oct 1, 2012factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 13, 2007 to May 25, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2bb785b4-c35e-f721-62ee-4c0b09d59058
First observed: Jul 13, 2007
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.