DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

M••••••• G••• M••••

Advisor at C••••••• W••••• A•••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:c85ce047-1281-7f3a-af45-8826c58ac409

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:17 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Apr 28, 2008 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: C••••••• W••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Apr 18, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••• W••••• A•••••••• L••	State registered	Jun 20, 2018	n/a	yes	ATLANTA, GA	Current employment
M••••• S••••••	Wirehouse	Aug 29, 2013	Feb 23, 2017	no	Atlanta, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	C••••••• W••••• A•••••••• L••	Feb 23, 2017	Jun 20, 2018	482	Firm change after gap	Wirehouse to state RIA
U•• F•••••••• S••••••• I•••	M••••• S••••••	Aug 12, 2013	Aug 29, 2013

Relationships

Registered with (5)

→ C••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jun 20, 2018 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Aug 29, 2013 to Feb 23, 2017factForm ADV
→ U•• F•••••••• S••••••• I•••Registered adviserregistration: previous registration
Dec 3, 2010 to Aug 12, 2013factForm ADV
→ S••••••• I••••••••• S•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c85ce047-1281-7f3a-af45-8826c58ac409
First observed: Apr 28, 2008
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.