DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

M•••• R••••• E••••

Advisor at C•••••••• G••••• M•••••• I•••

Jacksonville, FL | Atlantic Beach, FL

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Search this name across graphsid dfx:ria:9a7850a3-b497-8c76-c266-701ec3eed030

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:34 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Sep 1, 2022 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: C•••••••• G••••• M•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Feb 4, 2026	n/a	yes	Atlantic Beach, FL\|Jacksonville, FL	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Oct 1, 2025	Nov 6, 2025	no	JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	C•••••••• G••••• M•••••• I•••	Nov 6, 2025	Feb 4, 2026	90	Firm change	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	N••••••••• M••••• I••••••••• S•••••••••	Jun 30, 2025	Oct 1, 2025

Relationships

Registered with (4)

→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: current employment
Feb 4, 2026 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Oct 1, 2025 to Nov 6, 2025factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jan 20, 2025 to Jun 30, 2025factForm ADV
→ F••••••• P••••••• A•• W•••••••• A•••••••

Dated events

Occurred
Nov 6, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Jun 30, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 4, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9a7850a3-b497-8c76-c266-701ec3eed030
First observed: Sep 1, 2022
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.