DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M••••• J•••• A••••

M••••• G••••• A••••••• I•••independent RIAAtlanta, Ga IA-onlyIAPD 5584668

Certified Financial Planner

Feed of 09/15/2026

Also filed as M••••• J•••• A••••

At current firm

1 y

since May 27, 2025

In the industry

16 y

since Jun 28, 2010 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• G••••• A••••••• I••• independent RIA current
since May 27, 2025 · Atlanta, Ga
L••• independent RIA
Jun 20, 2024 to May 29, 2025 · Atlanta, Ga
L•• F•••••••• L•• BD affiliated
Jun 28, 2018 to Jun 14, 2024 · Atlanta, Ga
S•••••••• A••••••• L•• national BD
Feb 19, 2016 to Jul 6, 2016 · Atlanta, Ga
K•••• M••••••••• former
Dec 17, 2013 to Jul 21, 2015 · Ponte Vedra Beach, Fl
T••••••• I••••••••• M••••••••• I••• BD affiliated
Jul 15, 2010 to Dec 31, 2011 · Lawrenceville, Ga

Moves

a registration end followed by a registration begin elsewhere

L••• to M••••• G••••• A••••••• I•••
left May 29, 2025, registered May 27, 2025 (-2 days) · RIA to RIA
L•• F•••••••• L•• to L•••
left Jun 14, 2024, registered Jun 20, 2024 (6 days) · Affiliated broker-dealer or bank to independent RIA
S•••••••• A••••••• L•• to L•• F•••••••• L••
left Jul 6, 2016, registered Jun 28, 2018 (722 days) · Affiliated broker-dealer or bank to independent RIA
K•••• M••••••••• to S•••••••• A••••••• L••
left Jul 21, 2015, registered Feb 19, 2016 (213 days) · Other
T••••••• I••••••••• M••••••••• I••• to K•••• M•••••••••
left Dec 31, 2011, registered Dec 17, 2013 (717 days) · Other

Signals

M••••• J•••• A•••• left Lido for M••••• G••••• A••••••• I••• (registered 2025-05-27)
May 29, 2025 · Advisor changed firm · fact
M••••• J•••• A•••• left L•• F•••••••• L•• for Lido (registered 2024-06-20)
Jun 14, 2024 · Advisor changed firm · fact

Transition signals

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.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address