DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

T••••• G•••••• M•••••

Advisor at M••• C••••••

ANNAPOLIS, MD | Anna, TX

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Search this name across graphsid dfx:ria:7c73a91b-8793-6105-b9ab-4b19cecc37d6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Nov 17, 2015 to Sep 15, 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••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 1, 2015earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• C••••••	Independent wealth	Apr 21, 2025	n/a	yes	Anna, TX\|ANNAPOLIS, MD	Current employment
E••••• J••••	National bd RIA	Apr 19, 2024	Apr 3, 2025	no	Lavon, TX\|ST LOUIS, MO\|McKinney, TX\|ALLEN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	M••• C••••••	Apr 3, 2025	Apr 21, 2025	18	Firm change	Ibd to RIA
J••• M••••• S••••••••• L••	E••••• J••••	Apr 19, 2024	Apr 19, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:149018:TX:2020-04-08	Apr 8, 2020	Mar 31, 2020	DALLAS, TX	Firm change

Relationships

Registered with (5)

→ M••• C••••••Registered adviserregistration: current employment
Apr 21, 2025 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Apr 19, 2024 to Apr 3, 2025factForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Aug 11, 2022 to Apr 19, 2024factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••

Dated events

Occurred
Apr 3, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Apr 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jul 26, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7c73a91b-8793-6105-b9ab-4b19cecc37d6
First observed: Nov 17, 2015
Last observed: Sep 15, 2026 7 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.