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P••• F•••••• S•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)28 years in industry

P••• F•••••• S•••••••••

Advisor at M•• C•••••• I••••••••• L••

ALPHARETTA, GA | MARIETTA, GA

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Search this name across graphsid dfx:ria:82f11967-7bd2-e00b-be74-fe53c2eb3c9d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:16 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Feb 4, 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: M•• C•••••• I••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••••• C•••••• G••••	State registered	Jun 18, 2021	n/a	yes	MARIETTA, GA	Current employment
M•• C•••••• I••••••••• L••	Independent wealth	May 30, 2018	n/a	yes	ALPHARETTA, GA

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	M•• C•••••• I••••••••• L••	Jan 22, 2018	May 30, 2018	128	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	T••••• A••••••• S•••••••• I•••	Nov 10, 2016

Relationships

Registered with (4)

→ B••••••••• C•••••• G••••Registered adviserregistration: current employment
Jun 18, 2021 to presentfactForm ADV
→ M•• C•••••• I••••••••• L••Registered adviserregistration: current employment
May 30, 2018 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 24, 2017 to Jan 22, 2018factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:82f11967-7bd2-e00b-be74-fe53c2eb3c9d
First observed: Feb 4, 2003
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.