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

R••• M••••

U•••••• I••••••••• M•••••••••independent RIAAtlanta, GaIA-onlyIAPD 5705234

Feed of 09/14/2026

Also filed as R••• M••••

At current firm

3 y

since Apr 27, 2023

In the industry

16 y

since Oct 16, 2009 (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

Professional profile

what the firm itself publishes, with the page it was read from

Title: Partnerreportedunifiedim.comfirm site, Sep 16, 2026
Partner or owner: “R••• M•••• | Partner | U•••••• I••••••••• M••••••••• GA”reportedunifiedim.comthe sentence on the bio page
Professional profile: unifiedim.com/team-member/ryan-malecreportedunifiedim.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.

Registration history

IAPD current and previous registrations

U•••••• I••••••••• M••••••••• independent RIA current
since Apr 27, 2023 · Atlanta, Ga
M••••• G••••• A••••••• I••• independent RIA
Jan 13, 2022 to Mar 16, 2023 · Denver, Co
A•• W••••• I••• former
Dec 4, 2017 to Dec 16, 2022 · Atlanta, Ga
S•••••••• A••••••• L•• national BD
Aug 30, 2010 to Dec 5, 2017 · Dunwoody, Ga
M••••• S•••••• wirehouse
Oct 22, 2009 to Jul 21, 2010 · Atlanta, Ga

Moves

a registration end followed by a registration begin elsewhere

M••••• G••••• A••••••• I••• to U•••••• I••••••••• M•••••••••
left Mar 16, 2023, registered Apr 27, 2023 (42 days) · RIA to a newly registered adviser · moved with a team
A•• W••••• I••• to M••••• G••••• A••••••• I•••
left Dec 16, 2022, registered Jan 13, 2022 (-337 days) · RIA to RIA · moved with a team
S•••••••• A••••••• L•• to A•• W••••• I•••
left Dec 5, 2017, registered Dec 4, 2017 (-1 days) · Other
M••••• S•••••• to S•••••••• A••••••• L••
left Jul 21, 2010, registered Aug 30, 2010 (40 days) · Wirehouse to affiliated broker-dealer or bank

Signals

R••• M•••• left M••••• G••••• A••••••• I••• for U•••••• I••••••••• M••••••••• (registered 2023-04-27)
Mar 16, 2023 · Advisor changed firm · fact
R••• M•••• left A•• W••••• I••• for M••••• G••••• A••••••• I••• (registered 2022-01-13)
Dec 16, 2022 · 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