J••• C• U•••

Advisor at M••••• S••••••

Atlanta, 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:ef039075-21c7-81d9-37e3-6787b83869b2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 14, 2021 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jan 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Feb 2, 2024	n/a	yes	Atlanta, GA	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Jan 31, 2022	Dec 18, 2023	no	J•••sonville, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	M••••• S••••••	Dec 18, 2023	Feb 2, 2024	46	Firm change	Ibd to wirehouse
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••••• G••••• M•••••• I•••	Nov 10, 2021	Jan 31, 2022

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
Feb 2, 2024 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jan 31, 2022 to Dec 18, 2023factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 14, 2021 to Nov 10, 2021factForm ADV

Dated events

Occurred
Dec 18, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ef039075-21c7-81d9-37e3-6787b83869b2
First observed: Apr 14, 2021
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.