DFX Intelligence

A•••• T••••• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

A•••• T••••• P•••••

Advisor at M•• C••

Pensacola, FL | RIDGELAND, MS

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Search this name across graphsid dfx:ria:b7a4b85e-c989-2636-3e21-b8988af800a1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Aug 1, 2000 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••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 7, 1999earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C••	Independent wealth	Oct 5, 2018	n/a	yes	RIDGELAND, MS\|Pensacola, FL	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Feb 13, 2013	Oct 1, 2018	no	JACKSON, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	M•• C••	Oct 1, 2018	Oct 5, 2018	4	Firm change	Ibd to new firm
M••••• K••••• • C••••••• L••	R•••••• J•••• • A••••••••• I•••	Feb 13, 2013	Feb 13, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
705:298398:MS:2018-10-01	Oct 1, 2018	Oct 5, 2018	JACKSON, MS	Firm change

Relationships

Registered with (4)

→ M•• C••Registered adviserregistration: current employment
Oct 5, 2018 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Feb 13, 2013 to Oct 1, 2018factForm ADV
→ M••••• K••••• • C••••••• L••Registered adviserregistration: previous registration
Mar 20, 2009 to Feb 13, 2013factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b7a4b85e-c989-2636-3e21-b8988af800a1
First observed: Aug 1, 2000
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.