DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst37 years in industry

M••••• M•••• M•••••

Advisor at B•• W•••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:5f141297-b43a-bcc4-713a-0f234fef8802

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:08 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 3, 2002 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: B•• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 8, 1988earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• W•••••• L••	Independent wealth	Dec 2, 2011	n/a	yes	ATLANTA, GA	Current employment
H••••••• F••••••••• I•••	Independent wealth	Feb 14, 2011	Dec 5, 2011	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••• F••••••••• I•••	B•• W•••••• L••	Dec 5, 2011	Dec 2, 2011	-3	Firm change	Other
M••••• W••••• M••••••••• L••	H••••••• F••••••••• I•••	Mar 15, 2011	Feb 14, 2011

Relationships

Registered with (4)

→ B•• W•••••• L••Registered adviserregistration: current employment
Dec 2, 2011 to presentfactForm ADV
→ H••••••• F••••••••• I•••Registered adviserregistration: previous registration
Feb 14, 2011 to Dec 5, 2011factForm ADV
→ M••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 21, 2008 to Mar 15, 2011factForm ADV
→ W••••••••• T•••• I••••••••• M•••••••••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f141297-b43a-bcc4-713a-0f234fef8802
First observed: Jan 3, 2002
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.