DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

M•••••• L• G•••••

Advisor at I•••••••• F•••••••• S••••••••• L••

Atlanta, GA

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Search this name across graphsid dfx:ria:6914f215-0681-6971-d352-7744e744d6fa

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2003 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•••••••• F•••••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 22, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I•••••••• F•••••••• S••••••••• L••	State registered	May 31, 2013	n/a	yes	Atlanta, GA	Current employment
I•••••••• F•••••••• S••••••••• L••	State registered	Jan 6, 2012	Dec 31, 2012	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
Q•••••• A•••• M••••••••• I•••	I•••••••• F•••••••• S••••••••• L••	Jun 29, 2010	Aug 30, 2010	62	Firm change	Other
I•••••••• F•••••••• S••••••••• L••	Q•••••• A•••• M••••••••• I•••	Oct 7, 2008	Sep 30, 2008

Relationships

Registered with (5)

→ I•••••••• F•••••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 6, 2012 to Dec 31, 2012factForm ADV
→ Q•••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Sep 30, 2008 to Jun 29, 2010factForm ADV
→ E•• F•••••••• A•••••••Registered adviserregistration: previous registration
Apr 8, 2004 to Nov 2, 2005factForm ADV
→ M•• F•••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6914f215-0681-6971-d352-7744e744d6fa
First observed: Mar 28, 2003
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.