DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

E••• E•••••••• M•••••

Advisor at M•• A•••••••• L••

MILTON, GA

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Search this name across graphsid dfx:ria:c47b6448-3a61-a5b5-401a-40197c5412d1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:43 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 17, 2009 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•• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 11, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• A•••••••• L••	Independent wealth	Mar 3, 2026	n/a	yes	MILTON, GA\|MILTON, GA	Current employment
P•• W••••• M•••••••••	Independent wealth	Oct 30, 2020	May 11, 2026	no	MILTON, GA\|ALPHARETTA, GA\|ATLANTA, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•• W••••• M•••••••••	M•• A•••••••• L••	May 11, 2026	Mar 3, 2026	-69	Firm change after gap	RIA to new firm
T••••••• W••••• M•••••••••	P•• W••••• M•••••••••	Dec 18, 2020	Oct 30, 2020

Relationships

Registered with (4)

→ M•• A•••••••• L••Registered adviserregistration: current employment
Mar 3, 2026 to presentfactForm ADV
→ P•• W••••• M•••••••••Registered adviserregistration: previous registration
Oct 30, 2020 to May 11, 2026factForm ADV
→ T••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 7, 2016 to Dec 18, 2020factForm ADV
→ R•••••• W••••• M••••••••• L••Registered adviser

Dated events

Occurred
May 11, 2026
Advisor changed firm
E••• E•••••••• M••••• left P•• W••••• M••••••••• for M•• A•••••••• L•• (registered 2026-03-03)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c47b6448-3a61-a5b5-401a-40197c5412d1
First observed: Jul 17, 2009
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.