DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

M•••••• B• B••••••

Advisor at W•••••• F•••••••• • I•••••••• S•••••••

MARIETTA, GA

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Search this name across graphsid dfx:ria:c35e1d17-8f74-2b77-88f3-ea200567713a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:57 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Mar 5, 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: W•••••• F•••••••• • I•••••••• S•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 20, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• F•••••••• • I•••••••• S•••••••	Independent wealth	Mar 5, 2020	n/a	yes	MARIETTA, GA	Current employment
C•••••• T•••• • C••••••• I•••	Independent wealth	Oct 28, 2015	Mar 18, 2020	no	ATLANTA, GA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• T•••• • C••••••• I•••	W•••••• F•••••••• • I•••••••• S•••••••	Mar 18, 2020	Mar 5, 2020	-13	Firm change	Ibd to new firm
C•••••••• F••••••••• I•••	C•••••• T•••• • C••••••• I•••	Oct 8, 2015	Oct 28, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
16365:307299:GA:2020-03-18	Mar 18, 2020	Mar 5, 2020	ATLANTA, GA	Firm change
124446:30833:GA:2015-03-23	Mar 23, 2015	Mar 23, 2015	ATLANTA, GA	Firm change

Relationships

Registered with (8)

→ W•••••• F•••••••• • I•••••••• S•••••••Registered adviserregistration: current employment
Mar 5, 2020 to presentfactForm ADV
→ C•••••• T•••• • C••••••• I•••Registered adviserregistration: previous registration
Oct 28, 2015 to Mar 18, 2020factForm ADV
→ C•••••••• F••••••••• I•••Registered adviserregistration: previous registration
Mar 23, 2015 to Oct 8, 2015factForm ADV
→ J• P• T••••• • C•••••• C•••••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c35e1d17-8f74-2b77-88f3-ea200567713a
First observed: Mar 5, 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.