DFX Intelligence

M••••• E• P•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

M••••• E• P•••••

Advisor at A••••• W•••••• L••

RIDGELAND, MS

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Search this name across graphsid dfx:ria:b829b98c-ae3d-f2f5-7267-386aff977109

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Jun 19, 2006 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: A••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 13, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••• W•••••• L••	Independent wealth	Apr 13, 2022	n/a	yes	RIDGELAND, MS	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Feb 3, 2016	Dec 31, 2016	no	MADISON, MS\|ELLICOTT CITY, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	A••••• W•••••• L••	Dec 31, 2016	Apr 13, 2022	1,929	Firm change after gap	Other
C••••• I••••••••• A••••••• L••	V••• F•••••••• A•••••••• I•••	Apr 15, 2014	Jun 12, 2014

Relationships

Registered with (7)

→ A••••• W•••••• L••Registered adviserregistration: current employment
Apr 13, 2022 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 3, 2016 to Dec 31, 2016factForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jan 21, 2014 to Apr 15, 2014factForm ADV
→ C••••• I••••••••• S••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b829b98c-ae3d-f2f5-7267-386aff977109
First observed: Jun 19, 2006
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.