DFX Intelligence

K••••••• J•••••• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

K••••••• J•••••• A•••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

WINDER, GA | LOGANVILLE, GA

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Search this name across graphsid dfx:ria:b9152114-60c8-7d76-a613-f3a393a63c1d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 17, 2017 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•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom 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•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 3, 2019	n/a	yes	LOGANVILLE, GA\|WINDER, GA	Current employment
E••••• J••••	National bd RIA	Oct 17, 2017	May 31, 2019	no	Winder, GA\|ST LOUIS, MO\|BOGART, GA\|DACULA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	May 31, 2019	Jul 3, 2019	33	Firm change	Ibd to wirehouse

Relationships

Registered with (2)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Jul 3, 2019 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Oct 17, 2017 to May 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b9152114-60c8-7d76-a613-f3a393a63c1d
First observed: Oct 17, 2017
Last observed: Sep 15, 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.