DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

G•••••• S•••••• C•••

Advisor at M•••• C•••••• P•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:b6691b90-df61-414d-1328-5457ee337109

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Sep 25, 2015 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

G•••••• S•••••• C•••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M•••• C•••••• P•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• C•••••• P•••••••• L••	Independent wealth	Apr 25, 2019	n/a	yes	ATLANTA, GA	Current employment
P•• C•••••• A••••••• L••	Other adviser	Sep 25, 2015	Feb 12, 2018	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• C•••••• A••••••• L••	M•••• C•••••• P•••••••• L••	Feb 12, 2018	Apr 25, 2019	437	Firm change after gap	Other

Relationships

Registered with (2)

→ M•••• C•••••• P•••••••• L••Registered adviserregistration: current employment
Apr 25, 2019 to presentfactForm ADV
→ P•• C•••••• A••••••• L••Registered adviserregistration: previous registration
Sep 25, 2015 to Feb 12, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b6691b90-df61-414d-1328-5457ee337109
First observed: Sep 25, 2015
Last observed: Sep 14, 2026 8 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.