DFX Intelligence
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Registered advisor
M•••••• M••••• W••••
Certified Financial Planner
Feed of 09/15/2026
Also filed as M•••••• W••••
At current firm
20 y
since Dec 14, 2005
In the industry
32 y
since Feb 24, 1994 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S63, S65
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- M•• I•••••••• S•••••••• L•• BD affiliated currentsince Dec 14, 2005 · Marietta, Ga
- B••••• L••••• F•••••••• G•••• L•• unclassifiedJun 11, 2003 to Feb 2, 2006 · Atlanta, Ga
- V••• F•••••••• A•••••••• I••• BD affiliatedMay 22, 2003 to Jun 6, 2003 · Atlanta, Ga
Moves
a registration end followed by a registration begin elsewhere
- B••••• L••••• F•••••••• G•••• L•• to M•• I•••••••• S•••••••• L••left Feb 2, 2006, registered Dec 14, 2005 (-50 days) · Other
- V••• F•••••••• A•••••••• I••• to B••••• L••••• F•••••••• G•••• L••left Jun 6, 2003, registered Jun 11, 2003 (5 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 32derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address