DFX Intelligence

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

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RIA / WealthAdvisor35 years in industry

P••• F•••••••• M••••••

Advisor at M•• C••

RIDGELAND, MS

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Search this name across graphsid dfx:ria:f3a56094-8f40-708a-26f1-c23716bc7961

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 28, 1992 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: Mar 1, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C••	Independent wealth	Jul 26, 2023	n/a	yes	RIDGELAND, MS	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jul 28, 1992	May 1, 2017	no	JACKSON, MS\|MONROE, LA\|RIDGELAND, MS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	M•• C••	May 1, 2017	Jul 26, 2023	2,277	Firm change after gap	Wirehouse to RIA

Relationships

Registered with (2)

→ M•• C••Registered adviserregistration: current employment
Jul 26, 2023 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jul 28, 1992 to May 1, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f3a56094-8f40-708a-26f1-c23716bc7961
First observed: Jul 28, 1992
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.