DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

M•••••• L••••••• R•••

Advisor at I•••••• A•••••••• I•••

Atlanta, GA

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Search this name across graphsid dfx:ria:53488407-5c5b-5279-02a5-fb935ff11fc1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Feb 2, 2005 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•••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••• A•••••••• I•••	Asset manager	Aug 12, 2025	n/a	yes	Atlanta, GA	Current employment
F•••••••• G••••• I••••••••• M••••••••• C••••	Asset manager	Aug 17, 2021	Aug 11, 2025	no	Atlanta, GA\|NEW YORK, NY\|Eatonton, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F•••••••• I••••••••• C•••••••••	F•••••••• S••••••••• C••••	Aug 11, 2025	Nov 11, 2009	-5,752	Firm change after gap	Other
F•••••••• G••••• I••••••••• M••••••••• C••••	I•••••• A•••••••• I•••	Aug 11, 2025	Aug 12, 2025

Relationships

Registered with (5)

→ I•••••• A•••••••• I•••Registered adviserregistration: current employment
Aug 12, 2025 to presentfactForm ADV
→ F•••••••• I••••••••• C•••••••••Registered adviserregistration: previous registration
Feb 2, 2005 to Aug 11, 2025factForm ADV
→ F•••••••• G••••• I••••••••• M••••••••• C••••Registered adviserregistration: previous registration
Aug 17, 2021 to Aug 11, 2025factForm ADV
→ M•• A•••••••• A• D••••••• O• F•••••••• M••• L••

Dated events

Occurred
Aug 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 11, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Aug 11, 2025
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:53488407-5c5b-5279-02a5-fb935ff11fc1
First observed: Feb 2, 2005
Last observed: Sep 14, 2026 9 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.