DFX Intelligence

B•••• J••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner39 years in industry

B•••• J••••• S•••••••

Advisor at M••••• G••••• A••••••• I•••

Atlanta, GA

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Search this name across graphsid dfx:ria:2e4bdbfc-7496-f246-4b73-45078979c47f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:49 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 1, 1998 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••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 30, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Apr 8, 2016	n/a	yes	Atlanta, GA	Current employment
R••••••• F•••••••• A•••••••• L••	Independent wealth	Jun 15, 2010	Mar 15, 2016	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••• F•••••••• A•••••••• L••	M••••• G••••• A••••••• I•••	Mar 15, 2016	Apr 8, 2016	24	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R••••••• F•••••••• A•••••••• L••	Jun 4, 2010	Jun 15, 2010

Relationships

Registered with (4)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Apr 8, 2016 to presentfactForm ADV
→ R••••••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Jun 15, 2010 to Mar 15, 2016factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Oct 23, 2009 to Jun 4, 2010factForm ADV
→ B••• O• A•••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2e4bdbfc-7496-f246-4b73-45078979c47f
First observed: Jan 1, 1998
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.