DFX Intelligence

M••••••• H••••••••• R••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor12 years in industry

M••••••• H••••••••• R••••

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

ATLANTA, GA

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Search this name across graphsid dfx:ria:386a0fd7-2456-7e21-e7a6-becdb6a9ba14

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Dec 19, 2023 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: Oct 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• I••••••••• A•••••••• L••	Independent wealth	Apr 16, 2026	n/a	yes	ATLANTA, GA	Current employment
I•••••• A•••••••• I•••	Asset manager	Nov 11, 2024	Apr 8, 2026	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••• A•••••••• I•••	C•••••• I••••••••• A•••••••• L••	Apr 8, 2026	Apr 16, 2026	8	Firm change	Other
V••• I••••••••• M••••••••• C•• L••	I•••••• A•••••••• I•••	Oct 16, 2024	Nov 11, 2024

Relationships

Registered with (3)

→ C•••••• I••••••••• A•••••••• L••Registered adviserregistration: current employment
Apr 16, 2026 to presentfactForm ADV
→ I•••••• A•••••••• I•••Registered adviserregistration: previous registration
Nov 11, 2024 to Apr 8, 2026factForm ADV
→ V••• I••••••••• M••••••••• C•• L••Registered adviserregistration: previous registration
Dec 19, 2023 to Oct 16, 2024factForm ADV

Dated events

Occurred
Apr 8, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Oct 16, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:386a0fd7-2456-7e21-e7a6-becdb6a9ba14
First observed: Dec 19, 2023
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.