DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

T••• C•••••• M••

Advisor at M•• C••

RIDGELAND, MS

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Search this name across graphsid dfx:ria:ca77783d-f4c1-0281-1c0d-cfb2c204e553

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Dec 18, 2018 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•• C••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C••	Independent wealth	May 6, 2021	n/a	yes	RIDGELAND, MS	Current employment
G••••••• P•••• A•••••••• L••	State registered	May 23, 2019	Jan 24, 2022	no	RIDGELAND, MS	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••••• P•••• A•••••••• L••	M•• C••	Jan 24, 2022	May 6, 2021	-263	Firm change after gap	Other
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	G••••••• P•••• A•••••••• L••	Apr 5, 2019	May 23, 2019

Relationships

Registered with (3)

→ M•• C••Registered adviserregistration: current employment
May 6, 2021 to presentfactForm ADV
→ G••••••• P•••• A•••••••• L••Registered adviserregistration: previous registration
May 23, 2019 to Jan 24, 2022factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Dec 18, 2018 to Apr 5, 2019factForm ADV

Dated events

Occurred
Jan 24, 2022
Advisor changed firm
T••• C•••••• M•• left G••••••• P•••• A•••••••• L•• for M•• C•• (registered 2021-05-06)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ca77783d-f4c1-0281-1c0d-cfb2c204e553
First observed: Dec 18, 2018
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.