DFX Intelligence

Data Factory

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

M•••••• A••• E••••••

Advisor at I•• A•••••••• L••

Blairsville, GA | ATLANTA, GA

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:4c597fde-c1b1-960d-1627-9b832af88592

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 2, 2007 to Sep 15, 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: I•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
I•• A•••••••• L••	Independent wealth	Apr 22, 2024	n/a	yes	Blairsville, GA\|ATLANTA, GA	Current employment
O•••• F•• I•••	Former SEC adviser	Jan 19, 2021	Apr 17, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
O•••• F•• I•••	I•• A•••••••• L••	Apr 17, 2024	Apr 22, 2024	5	Firm change	Ibd to RIA
L•• F•••••••• L••	O•••• F•• I•••	Jan 22, 2021

Relationships

Registered with (5)

→ I•• A•••••••• L••Registered adviserregistration: current employment
Apr 22, 2024 to presentfactForm ADV
→ O•••• F•• I•••Registered adviserregistration: previous registration
Jan 19, 2021 to Apr 17, 2024factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 14, 2018 to Jan 22, 2021factForm ADV
→ I••••• F•••••••• C•••••••••

Dated events

Occurred
Apr 17, 2024
Advisor changed firm
M•••••• A••• E•••••• left O•••• F•• I••• for I•• A•••••••• L•• (registered 2024-04-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c597fde-c1b1-960d-1627-9b832af88592
First observed: Aug 2, 2007
Last observed: Sep 15, 2026 7 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.