DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

R•• W•••••• W••••

Advisor at M•••• G•••• A•••••••

Greenviile, SC

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Search this name across graphsid dfx:ria:9d1f0d0c-78bb-2f9f-e1ad-be87dcd06b40

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Mar 3, 2006 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•••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Feb 25, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• G•••• A•••••••	Mixed wealth	Dec 14, 2018	n/a	yes	Greenviile, SC	Current employment
F••••••• F•••••••• S••••••••• L••	Independent wealth	Nov 19, 2009	Dec 17, 2018	no	GREENVILLE, SC\|TOWSON, MD\|GREENVILLE, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••• F•••••••• S••••••••• L••	M•••• G•••• A•••••••	Dec 17, 2018	Dec 14, 2018	-3	Firm change	Other
P•••••••• S••••••••• I•••	F••••••• F•••••••• S••••••••• L••	Nov 20, 2009	Nov 19, 2009

Relationships

Registered with (3)

→ M•••• G•••• A•••••••Registered adviserregistration: current employment
Dec 14, 2018 to presentfactForm ADV
→ F••••••• F•••••••• S••••••••• L••Registered adviserregistration: previous registration
Nov 19, 2009 to Dec 17, 2018factForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 3, 2006 to Nov 20, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9d1f0d0c-78bb-2f9f-e1ad-be87dcd06b40
First observed: Mar 3, 2006
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.