DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist|Chartered Financial Analyst20 years in industry

B•••• A••••• S•••••

Advisor at M••••• G••••• A••••••• I•••

Atlanta, GA

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Search this name across graphsid dfx:ria:6129cf37-847b-3ae8-991f-6039a46343df

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 9, 2006 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••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 8, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Dec 23, 2020	n/a	yes	Atlanta, GA	Current employment
K••• F•••••••• A••••••• C•••	Former SEC adviser	May 30, 2012	Jan 4, 2021	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••• F•••••••• A••••••• C•••	M••••• G••••• A••••••• I•••	Jan 4, 2021	Dec 23, 2020	-12	Firm change	RIA to RIA
C••••••• W••••• A•••••••• L••	K••• F•••••••• A••••••• C•••	May 8, 2012	May 30, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
105873:147363:GA:2021-01-04	Jan 4, 2021	Dec 23, 2020	ATLANTA, GA	Firm change

Relationships

Registered with (4)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Dec 23, 2020 to presentfactForm ADV
→ K••• F•••••••• A••••••• C•••Registered adviserregistration: previous registration
May 30, 2012 to Jan 4, 2021factForm ADV
→ C••••••• W••••• A•••••••• L••Registered adviserregistration: previous registration
Apr 28, 2010 to May 8, 2012factForm ADV
→ P••••••••• I••••••••• A••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6129cf37-847b-3ae8-991f-6039a46343df
First observed: May 9, 2006
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.