DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

M•••• J•••• A•••••••

Advisor at S•••• M•••• • C••

Brandon, MS

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Search this name across graphsid dfx:ria:5490532d-ccc3-13eb-f5c0-8d3b04366663

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 20, 2008 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: S•••• M•••• • C••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••• M•••• • C••	Bd affiliated wealth	Mar 6, 2020	n/a	yes	Brandon, MS	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jan 2, 2009	Mar 12, 2020	no	MAGEE, MS\|BRANDON, MS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	S•••• M•••• • C••	Mar 12, 2020	Mar 6, 2020	-6	Firm change	Ibd to RIA
R•••••• J•••• F•••••••• S•••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Jan 2, 2009	Jan 2, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:3441:MS:2020-03-12	Mar 12, 2020	Mar 6, 2020	BRANDON, MS	Firm change

Relationships

Registered with (3)

→ S•••• M•••• • C••Registered adviserregistration: current employment
Mar 6, 2020 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 2, 2009 to Mar 12, 2020factForm ADV
→ R•••••• J•••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Nov 20, 2008 to Jan 2, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5490532d-ccc3-13eb-f5c0-8d3b04366663
First observed: Nov 20, 2008
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.