DFX Intelligence

S•••••••• B••••••• D•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst27 years in industry

S•••••••• B••••••• D•••••••

Advisor at M•••• C•••••• P•••••••• L••

ATLANTA, GA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Mar 10, 1999 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

S•••••••• B••••••• D•••••••

Private equity principal · Key CRD individual

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M•••• C•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 10, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• C•••••• P•••••••• L••	Independent wealth	Apr 25, 2023	n/a	yes	ATLANTA, GA\|ATLANTA, GA	Current employment
R••••• W••••• A•••••••• L••	Independent wealth	Nov 28, 2022	n/a	yes	ATLANTA, GA	Current employment

Relationships

Registered with (2)

→ M•••• C•••••• P•••••••• L••Registered adviserregistration: current employment
Apr 25, 2023 to presentfactForm ADV
→ R••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Nov 28, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Mar 10, 1999
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.