DFX Intelligence

W•••••• W•••••• E••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorPersonal Financial Specialist22 years in industry

W•••••• W•••••• E••••

Advisor at M••••• G••••• A••••••• I•••

Macon, GA | DENVER, CO

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Search this name across graphsid dfx:ria:96c25a40-74af-c328-eb92-84bb347dc912

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Mar 19, 2004 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••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 18, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Aug 24, 2023	n/a	yes	Macon, GA\|DENVER, CO	Current employment
D•• • E••••• L••	Former SEC adviser	Mar 19, 2004	Mar 21, 2024	no	MACON, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
D•• • E••••• L••	M••••• G••••• A••••••• I•••	Mar 21, 2024	Aug 24, 2023	-210	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Aug 24, 2023 to presentfactForm ADV
→ D•• • E••••• L••Registered adviserregistration: previous registration
Mar 19, 2004 to Mar 21, 2024factForm ADV

Dated events

Occurred
Mar 21, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:96c25a40-74af-c328-eb92-84bb347dc912
First observed: Mar 19, 2004
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.