RIA Intelligence
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M••• B•••• M•••••••
- Title
- Partnerreportedcmcfg.comfirm site, Sep 16, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- C•• F•••••••• G••••• L•• independent RIA currentsince May 4, 2018 · Atlanta, Ga
- W•••• F•••• A••••••• wirehouseFeb 13, 2009 to May 9, 2018 · Atlanta, Ga
- U•• F•••••••• S••••••• I••• wirehouseAug 14, 2000 to Mar 4, 2009 · Atlanta, Ga
- W•••• F•••• A••••••• to C•• F•••••••• G••••• L••left May 9, 2018, registered May 4, 2018 (-5 days) · Wirehouse to a newly registered adviser (no RAUM reported yet) · moved with a team
- U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••left Mar 4, 2009, registered Feb 13, 2009 (-19 days) · Wirehouse to wirehouse
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 41derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address