DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst45 years in industry

J•••• T•••••••• M•••••

Advisor at R•••••• M••••• • P••••••• L••

ATLANTA, GA

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Search this name across graphsid dfx:ria:fd6fe7c7-c3be-36bf-51c0-60e85b9028be

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 5, 2010 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: R•••••• M••••• • P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 1981earliest registration or exam on IAPD
Years in industry: 45derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• M••••• • P••••••• L••	Independent wealth	Jun 15, 2015	n/a	yes	ATLANTA, GA	Current employment
R•••••• • C••••••	Former SEC adviser	Apr 5, 2010	Oct 30, 2015	no	ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• • C••••••	R•••••• M••••• • P••••••• L••	Oct 30, 2015	Jun 15, 2015	-137	Firm change after gap	Other

Relationships

Registered with (2)

→ R•••••• M••••• • P••••••• L••Registered adviserregistration: current employment
Jun 15, 2015 to presentfactForm ADV
→ R•••••• • C••••••Registered adviserregistration: previous registration
Apr 5, 2010 to Oct 30, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fd6fe7c7-c3be-36bf-51c0-60e85b9028be
First observed: Apr 5, 2010
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.