M••• A•••••••

Advisor at M••••• C•••••• M••••••••• C••

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:5392bfd7-a437-21ac-8824-28d2205bc61b

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 11
Dated events: 2
On other graphs: 0
Observed: May 7, 2013 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: M••••• C•••••• M••••••••• C••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: May 8, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 10

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• C•••••• M••••••••• C••	Asset manager	Jan 1, 2026	n/a	yes	MT PLEASANT, SC	Current employment
M••••• C•••••• A•••••••• L••	Independent wealth	Sep 22, 2022	Dec 4, 2023	no	RALEIGH, NC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• C•••••• A•••••••• L••	M••••• C•••••• M••••••••• C••	Dec 4, 2023	Jan 1, 2026	759	Firm change after gap	Other
A•••••• W••••• M••••••••• L••	M••••• C•••••• A•••••••• L••	Sep 20, 2022	Sep 22, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
131117:306631:NC:2023-12-04	Dec 4, 2023	Jan 1, 2026	RALEIGH, NC	Firm change after gap

Relationships

Registered with (10)

→ M••••• C•••••• M••••••••• C••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ M••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 22, 2022 to Dec 4, 2023factForm ADV
→ A•••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Nov 23, 2021 to Sep 20, 2022factForm ADV
→ A••••••••• F•••••••• S•••••••• L••

Dated events

Occurred
Dec 4, 2023
A•••••• firm change
M••• A••••••• left M••••• C•••••• A•••••••• L•• for M••••• C•••••• M••••••••• C•• (registered 2026-01-01)
Form ADVobserved 7 days ago
Occurred
Sep 20, 2022
A•••••• firm change
M••• A••••••• left A•••••• W••••• M••••••••• L•• for M••••• C•••••• A•••••••• L•• (registered 2022-09-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5392bfd7-a437-21ac-8824-28d2205bc61b
First observed: May 7, 2013
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.