DFX Intelligence

M••••• T••••• G•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

M••••• T••••• G•••••••••

Advisor at G••••••• W••••• A•••••••• L••

RALEIGH, NC

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Search this name across graphsid dfx:ria:4c5b1612-acf2-87a0-dfee-050f36534fc3

Data as of Sep 17, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Nov 5, 2024 to Sep 17, 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: G••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G••••••• W••••• A•••••••• L••	Independent wealth	Sep 16, 2026	n/a	yes	RALEIGH, NC	Current employment
A••••••• S••••••• N••••••	Independent wealth	Nov 5, 2024	Jul 11, 2025	no	ATLANTA, GA\|Raleigh, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• S••••••• N••••••	G••••••• W••••• A•••••••• L••	Jul 11, 2025	Sep 16, 2026	432	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ G••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Sep 16, 2026 to presentfactForm ADV
→ A••••••• S••••••• N••••••Registered adviserregistration: previous registration
Nov 5, 2024 to Jul 11, 2025factForm ADV

Dated events

1 bookkeeping events (roster, classification and holdings changes) folded below

Show 1 bookkeeping events

Occurred
Sep 16, 2026
••• Locked

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4c5b1612-acf2-87a0-dfee-050f36534fc3
First observed: Nov 5, 2024
Last observed: Sep 17, 2026 6 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.