DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

M•••••• A•••••• C••••••

Advisor at I••••••• S••••••••• L••

RALEIGH, NC

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Search this name across graphsid dfx:ria:5e55405f-ad1f-467f-a402-d9b10f266bfa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 25, 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: I••••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• S••••••••• L••	State registered	Mar 18, 2025	n/a	yes	RALEIGH, NC	Current employment
P•••••• W••••• M••••••••• O• N•••• C••••••• L••	Independent wealth	Apr 25, 2013	Feb 4, 2025	no	HENDERSON, NC\|Raleigh, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• W••••• M••••••••• O• N•••• C••••••• L••	I••••••• S••••••••• L••	Feb 4, 2025	Mar 18, 2025	42	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ I••••••• S••••••••• L••Registered adviserregistration: current employment
Mar 18, 2025 to presentfactForm ADV
→ P•••••• W••••• M••••••••• O• N•••• C••••••• L••Registered adviserregistration: previous registration
Apr 25, 2013 to Feb 4, 2025factForm ADV

Dated events

Occurred
Feb 4, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5e55405f-ad1f-467f-a402-d9b10f266bfa
First observed: Apr 25, 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.