DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

C••••••••• G•••• T•••••••

Advisor at M•• C•••••• M••••••••• L••

Jefferson, AL

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:02 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Nov 12, 2021 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•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C•••••• M••••••••• L••	Independent wealth	Aug 17, 2026	n/a	yes	Jefferson, AL	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Dec 16, 2022	Jul 28, 2026	no	HOOVER, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	M•• C•••••• M••••••••• L••	Jul 28, 2026	Aug 17, 2026	20	Firm change	Other
A••••••••• F•••••••• S•••••••• L••	N••••••••• M••••• I••••••••• S•••••••••	Nov 23, 2022	Dec 16, 2022

Relationships

Registered with (5)

→ M•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Aug 17, 2026 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Dec 16, 2022 to Jul 28, 2026factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 3, 2022 to Nov 23, 2022factForm ADV
→ E•••• • Y•••• I••••••••• A••••••• L••

Dated events

Order

Occurred
28 Jul 2026
Advisor changed firm
••• Locked
Form ADV
Occurred
23 Nov 2022
Advisor changed firm
••• Locked
Form ADV
Occurred
15 Sep 2022
Advisor changed firm
••• Locked
Form ADV
Occurred
3 Mar 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 12, 2021
Last observed: Sep 14, 2026 10 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.