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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Analyst20 years in industry

M••••••• M• G•••••••

Advisor at H• W•••••

ATLANTA, GA

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Search this name across graphsid dfx:ria:f9486ca2-159d-3756-946f-126467388276

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:07 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 19, 2008 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: H• W•••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Aug 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
H• W•••••	Independent wealth	Apr 14, 2025	n/a	yes	ATLANTA, GA	Current employment
B••••••••• M••• M•••••	Former SEC adviser	Aug 4, 2017	Mar 7, 2025	no	BOISE, ID

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••••• M••• M•••••	H• W•••••	Mar 7, 2025	Apr 14, 2025	38	Firm change	RIA to RIA
M•••••	B••••••••• M••• M•••••	Jun 1, 2017

Relationships

Registered with (3)

→ H• W•••••Registered adviserregistration: current employment
Apr 14, 2025 to presentfactForm ADV
→ B••••••••• M••• M•••••Registered adviserregistration: previous registration
Aug 4, 2017 to Mar 7, 2025factForm ADV
→ M•••••Registered adviserregistration: previous registration
Feb 19, 2008 to Jun 1, 2017factForm ADV

Dated events

Occurred
Mar 7, 2025
Advisor changed firm
M••••••• M• G••••••• left B••••••••• M••• M••••• for H• W••••• (registered 2025-04-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f9486ca2-159d-3756-946f-126467388276
First observed: Feb 19, 2008
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.