M•••• A• W•••••

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

Mt. Pleasant, SC

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:52f67253-a868-2555-e891-18aab4047c82

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jun 28, 2017 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: I••••••••• A•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 8, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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
I••••••••• A•••••• A•••••••• L••	I•••••••••_WEALTH	Feb 9, 2026	n/a	yes	Mt. Pleasant, SC	Current employment
D•••••• F•••••••• D••••••	I•••••••••_WEALTH	Jun 28, 2017	Dec 19, 2024	no	NEWPORT NEWS, VA\|COLUMBIA, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•••••• F•••••••• D••••••	I••••••••• A•••••• A•••••••• L••	Dec 19, 2024	Feb 9, 2026	417	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
163362:168267:SC:2024-12-19	Dec 19, 2024	Feb 9, 2026	COLUMBIA, SC	Firm change after gap

Relationships

Registered with (2)

→ I••••••••• A•••••• A•••••••• L••Registered adviserregistration: current employment
Feb 9, 2026 to presentfactForm ADV
→ D•••••• F•••••••• D••••••Registered adviserregistration: previous registration
Jun 28, 2017 to Dec 19, 2024factForm ADV

Dated events

Occurred
Dec 19, 2024
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:52f67253-a868-2555-e891-18aab4047c82
First observed: Jun 28, 2017
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.