DFX Intelligence

J•••• C••••• V••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor24 years in industry

J•••• C••••• V••••••

Advisor at M•••• G•••• A•••••••

Greenviile, SC

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 19, 2007 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•••• G•••• A•••••••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• G•••• A•••••••	Mixed wealth	Jan 2, 2025	n/a	yes	Greenviile, SC	Current employment
R••••••••• F•••••• A•••••••• L••	n/a	Feb 17, 2009	Dec 31, 2018	no	GREENVILLE, SC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••••••• F•••••• A•••••••• L••	M•••• G•••• A•••••••	Dec 31, 2018	Jan 2, 2025	2,194	Firm change after gap	Other
H••••• M•••••• I••••••••• A••••••• I••	R••••••••• F•••••• A•••••••• L••	Oct 7, 2008	Feb 17, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
148891:299181:SC:2018-12-31	Dec 31, 2018	Jan 2, 2025	GREENVILLE, SC	Firm change after gap

Relationships

Registered with (3)

→ M•••• G•••• A•••••••Registered adviserregistration: current employment
Jan 2, 2025 to presentfactForm ADV
→ R••••••••• F•••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 17, 2009 to Dec 31, 2018factForm ADV
→ H••••• M•••••• I••••••••• A••••••• I••Registered adviserregistration: previous registration
Sep 19, 2007 to Oct 7, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Sep 19, 2007
Last observed: Sep 14, 2026 10 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.