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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

C••••••• D••••• W•••

Advisor at M•• C••

RIDGELAND, MS | Ridgeland, MS

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Search this name across graphsid dfx:ria:a60ad9c2-bb7d-2f9c-8dfe-099d42032337

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:49 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Sep 20, 2016 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•• C••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 10, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C••	Independent wealth	Feb 29, 2024	n/a	yes	Ridgeland, MS\|RIDGELAND, MS	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Sep 20, 2016	Feb 26, 2024	no	RIDGELAND, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M•• C••	Feb 26, 2024	Feb 29, 2024	3	Firm change	Wirehouse to RIA

Relationships

Registered with (2)

→ M•• C••Registered adviserregistration: current employment
Feb 29, 2024 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 20, 2016 to Feb 26, 2024factForm ADV

Dated events

Occurred
Feb 26, 2024
Advisor changed firm
C••••••• D••••• W••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for M•• C•• (registered 2024-02-29)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a60ad9c2-bb7d-2f9c-8dfe-099d42032337
First observed: Sep 20, 2016
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.