H•• M• N••

Advisor at C•••••• B•••••••• P•••••••• L••

ATLANTA, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:71d11b21-27b3-f4e0-4812-3687dea5354e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 26, 2010 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: C•••••• B•••••••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 21, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• B•••••••• P•••••••• L••	State registered	Apr 7, 2015	n/a	yes	ATLANTA, GA	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Nov 7, 2011	Apr 8, 2015	no	ATLANTA, GA\|ATLANTA, GA\|ALPHARETTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	C•••••• B•••••••• P•••••••• L••	Apr 8, 2015	Apr 7, 2015	-1	Firm change	Other
R•••••• J•••• • A••••••••• I•••	R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Nov 3, 2011	Nov 7, 2011

Relationships

Registered with (3)

→ C•••••• B•••••••• P•••••••• L••Registered adviserregistration: current employment
Apr 7, 2015 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Nov 7, 2011 to Apr 8, 2015factForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
May 26, 2010 to Nov 3, 2011factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71d11b21-27b3-f4e0-4812-3687dea5354e
First observed: May 26, 2010
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.