DFX Intelligence
Reading the graph
Reading the graph
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Advisor at M••••• G••••• A••••••• I•••
Macon, GA | DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
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.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| M••••• G••••• A••••••• I••• | Independent wealth | Jul 31, 2023 | n/a | yes | DENVER, CO|Macon, GA | Current employment |
| D•• • E••••• L•• | Former SEC adviser | Sep 20, 2022 | Jan 5, 2024 | no | MACON, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| D•• • E••••• L•• | M••••• G••••• A••••••• I••• | Jan 5, 2024 | Jul 31, 2023 | -158 | Firm change after gap | RIA to RIA |
| W•••• W••••• M••••••••• I•• | D•• • E••••• L•• | Jul 19, 2022 | Sep 20, 2022 |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 125549:147363:GA:2024-01-05 | Jan 5, 2024 | Jul 31, 2023 | MACON, GA | Firm change after gap |
| W•••• W••••• M••••••••• I•• | Independent wealth | May 8, 2020 | Jul 19, 2022 | no | MARIETTA, GA | Previous registration |
| N••••••••• M••••• I••••••••• S••••••••• | No RAUM reported | Apr 29, 2019 | Oct 29, 2019 | no | ATLANTA, GA | Previous registration |
| V•••• F•••••••• A•••••••• I••• | Bd affiliated wealth | Mar 30, 2018 | Apr 4, 2019 | no | ATLANTA, GA | Previous registration |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Wirehouse | Sep 20, 2016 | Dec 20, 2017 | no | ATLANTA, GA|MARIETTA, GA|BAYONET POINT, FL | Previous registration |
| M•• I•••••••• S•••••••• L•• | Bd affiliated wealth | Dec 18, 2013 | Jan 21, 2016 | no | MACON, GA|Atlanta, GA | Previous registration |
| 63 |
| Firm change |
| RIA to RIA |
| N••••••••• M••••• I••••••••• S••••••••• | W•••• W••••• M••••••••• I•• | Oct 29, 2019 | May 8, 2020 | 192 | Firm change | Other |
| V•••• F•••••••• A•••••••• I••• | N••••••••• M••••• I••••••••• S••••••••• | Apr 4, 2019 | Apr 29, 2019 | 25 | Firm change | Other |
| M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | V•••• F•••••••• A•••••••• I••• | Dec 20, 2017 | Mar 30, 2018 | 100 | Firm change | Wirehouse to ibd |
| M•• I•••••••• S•••••••• L•• | M•••••• L••••• P•••••• F••••• • S•••• I••••••••• | Jan 21, 2016 | Sep 20, 2016 | 243 | Firm change | Other |