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

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RIA / WealthAdvisorCertified Financial Planner38 years in industry

C•••••••• C•••••• M•••••

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

Atlanta, GA

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Search this name across graphsid dfx:ria:98cc62e2-cac6-361c-18b9-ec4b494f25a9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Feb 27, 1996 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: Dec 7, 1987earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Feb 3, 2021	n/a	yes	Atlanta, GA	Current employment
A•••••• F•••••••• A••••••••• L••	Former SEC adviser	Jan 24, 2019	May 12, 2021	no	A••••••, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••• F•••••••• A••••••••• L••	M••••• G••••• A••••••• I•••	May 12, 2021	Feb 3, 2021	-98	Firm change after gap	RIA to RIA
A•••••• F•••••••• A••••••••• L••	C••••••••• F•••••••• N••••••	Dec 31, 2018	Aug 19, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
126703:147363:GA:2021-05-12	May 12, 2021	Feb 3, 2021	A••••••, GA	Firm change after gap
8032:126703:GA:2018-08-27	Aug 27, 2018	Jan 24, 2019	A••••••, GA	Firm change

Relationships

Registered with (4)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Feb 3, 2021 to presentfactForm ADV
→ A•••••• F•••••••• A••••••••• L••Registered adviserregistration: previous registration
Jan 24, 2019 to May 12, 2021factForm ADV
→ C••••••••• F•••••••• N••••••Registered adviserregistration: previous registration
Aug 19, 2009 to Aug 27, 2018factForm ADV
→ F•• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:98cc62e2-cac6-361c-18b9-ec4b494f25a9
First observed: Feb 27, 1996
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.