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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

M••• A•••••• P•••••••••

Advisor at C•••••••• I••••••••• R••••••• A•••••••• I•••

Peachtree City, GA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:e6210a90-8ed7-b0d1-26ab-9107c1c3e533

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 17, 2006 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•••••••• I••••••••• R••••••• A•••••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 21, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Mar 10, 2025	n/a	yes	Peachtree City, GA	Current employment
T••••• A••••••• S•••••••• I•••	Bd affiliated wealth	Sep 1, 2016	Mar 10, 2025	no	COLUMBUS, GA\|COLUMBUS, GA\|FAYETTEVILLE, GA\|COLUMBUS, GA\|COLUMBUS, GA\|COLUMBUS, GA\|LAGRANGE, GA\|JONESBORO, GA\|RIVERDALE, GA\|COLUMBUS, GA\|EAST POINT, GA\|ATLANTA, GA\|COLLEGE PARK, GA\|ATLANTA, GA\|ATLANTA, GA\|COLLEGE PARK, GA\|UNION CITY, GA\|PEACHTREE CITY, GA\|FOREST PARK, GA\|NEWNAN, GA\|NEWNAN, GA\|PEACHTREE CITY, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• A••••••• S•••••••• I•••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Mar 10, 2025	Mar 10, 2025	0	Firm change	Ibd to ibd
S••••••• I••••••••• S•••••••• I•••	T••••• A••••••• S•••••••• I•••	Dec 31, 2016	Sep 1, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
283390:134139:GA:2025-03-10	Mar 10, 2025	Mar 10, 2025	PEACHTREE CITY, GA	Firm change
19616:17499:GA:2016-05-04	May 9, 2016	May 4, 2016	UNION CITY, GA	Firm change

Relationships

Registered with (6)

→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: current employment
Mar 10, 2025 to presentfactForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Sep 1, 2016 to Mar 10, 2025factForm ADV
→ S••••••• I••••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 4, 2016 to Dec 31, 2016factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Mar 10, 2025
Advisor changed firm
M••• A•••••• P••••••••• left T••••• A••••••• S•••••••• I••• for C•••••••• I••••••••• R••••••• A•••••••• I••• (registered 2025-03-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e6210a90-8ed7-b0d1-26ab-9107c1c3e533
First observed: May 17, 2006
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.