DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

W•••••• T••••••• H••••••

Advisor at M••••• S••••••

Atlanta, GA

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Search this name across graphsid dfx:ria:a83cc791-02ba-fbbf-a300-de6693c9fe90

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 31, 2003 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jul 21, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Mar 18, 2021	n/a	yes	Atlanta, GA	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Jan 19, 2012	Mar 24, 2021	no	Atlanta, GA\|ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	M••••• S••••••	Mar 24, 2021	Mar 18, 2021	-6	Firm change	Wirehouse to wirehouse
M••••• K••••• • C••••••• L••	J••• M••••• S••••••••• L••	Jan 13, 2012	Jan 19, 2012

Relationships

Registered with (4)

→ M••••• S••••••Registered adviserregistration: current employment
Mar 18, 2021 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jan 19, 2012 to Mar 24, 2021factForm ADV
→ M••••• K••••• • C••••••• L••Registered adviserregistration: previous registration
Aug 21, 2006 to Jan 13, 2012factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a83cc791-02ba-fbbf-a300-de6693c9fe90
First observed: Mar 31, 2003
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.