DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

K•••• A••••• M••••••••

Advisor at S••••••••• W••••• M•••••••••

HATTIESBURG, MS

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Search this name across graphsid dfx:ria:41814ac4-bfe2-0af6-f9f5-ead24a8ccc5c

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:35 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 7, 2008 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: S••••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 25, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S••••••••• W••••• M•••••••••	Independent wealth	Aug 2, 2018	n/a	yes	HATTIESBURG, MS	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jun 9, 2011	Aug 1, 2018	no	PURVIS, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	S••••••••• W••••• M•••••••••	Aug 1, 2018	Aug 2, 2018	1	Firm change	RIA to RIA
E••••• J••••	L•• F•••••••• L••	May 24, 2011	Jun 9, 2011

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:297059:MS:2018-07-27	Aug 1, 2018	Aug 2, 2018	PURVIS, MS	Firm change

Relationships

Registered with (3)

→ S••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Aug 2, 2018 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 9, 2011 to Aug 1, 2018factForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Aug 7, 2008 to May 24, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:41814ac4-bfe2-0af6-f9f5-ead24a8ccc5c
First observed: Aug 7, 2008
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.