DFX Intelligence

M••• B•••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

M••• B•••••• S••••••

Advisor at C•••••• W•••••

DECATUR, GA

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Search this name across graphsid dfx:ria:553972fe-db6c-ec04-a3b1-94cdf14388ab

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Nov 13, 2013 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

M••• B•••••• S••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: C•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W•••••	Independent wealth	Jan 30, 2018	n/a	yes	DECATUR, GA	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Nov 13, 2013	Jan 8, 2018	no	DECATUR, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	C•••••• W•••••	Jan 8, 2018	Jan 30, 2018	22	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:290887:GA:2018-01-08	Jan 8, 2018	Jan 30, 2018	DECATUR, GA	Firm change

Relationships

Registered with (2)

→ C•••••• W•••••Registered adviserregistration: current employment
Jan 30, 2018 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 13, 2013 to Jan 8, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:553972fe-db6c-ec04-a3b1-94cdf14388ab
First observed: Nov 13, 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.