DFX Intelligence

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

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RIA / WealthAdvisor19 years in industry

W•••••• C••• A••••••••

Advisor at M•••••• W••••• M••••••••• L••

FORT WAYNE, IN | Peachtree City, GA

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Search this name across graphsid dfx:ria:98248a17-d532-7def-f0ba-d72e93bd3025

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: May 11, 2007 to Sep 15, 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•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 9, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W••••• M••••••••• L••	Independent wealth	Mar 16, 2026	n/a	yes	FORT WAYNE, IN\|Peachtree City, GA	Current employment
A•••• W••••• M••••••••• L••	Independent wealth	Dec 6, 2023	Nov 14, 2025	no	ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• W••••• M••••••••• L••	M•••••• W••••• M••••••••• L••	Nov 14, 2025	Mar 16, 2026	122	Firm change	RIA to RIA
T•••••• C••••••• L••	A•••• W••••• M••••••••• L••	Nov 21, 2023	Dec 6, 2023

Relationships

Registered with (7)

→ M•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Mar 16, 2026 to presentfactForm ADV
→ A•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 6, 2023 to Nov 14, 2025factForm ADV
→ T•••••• C••••••• L••Registered adviserregistration: previous registration
Mar 23, 2023 to Nov 21, 2023factForm ADV
→ E•••••• F•••••••• E••••••

Dated events

Occurred
Nov 14, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 21, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 15, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98248a17-d532-7def-f0ba-d72e93bd3025
First observed: May 11, 2007
Last observed: Sep 15, 2026 7 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.