J••••••• C•••••

Advisor at M••••• S••••••

Flowery Branch, GA | 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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 16, 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jul 15, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Nov 12, 2025	n/a	yes	Flowery Branch, GA\|ATLANTA, GA	Current employment
U•• F•••••••• S••••••• I•••	Wirehouse	Sep 19, 2019	Nov 19, 2025	no	ATLANTA, GA\|Dacula, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U•• F•••••••• S••••••• I•••	M••••• S••••••	Nov 19, 2025	Nov 12, 2025	-7	Firm change	Wirehouse to wirehouse
M••••• S••••••	U•• F•••••••• S••••••• I•••	Sep 23, 2019	Sep 19, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
8174:149777:GA:2025-11-19	Nov 19, 2025	Nov 12, 2025	DACULA, GA	Firm change

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: previous registration
Feb 19, 2013 to Sep 23, 2019factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Sep 19, 2019 to Nov 19, 2025factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Apr 16, 2003 to Sep 6, 2007factForm ADV

Dated events

Order

Occurred
19 Nov 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Apr 16, 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.