DFX Intelligence

A•• O•• W•••••• L••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM under $100M

A•• O•• W•••••• L••

CRD 300847

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Search this name across graphsid dfx:ria:01ee9066-1279-7833-b5b5-138937475bc1

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 27, 2026 to Mar 27, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Regulatory AUM: $45.7M••• Locked
Discretionary RAUM: $45.7M
Private client RAUM: $44.5Mderived••• Locked
Private client share: 97%derivedprivate client RAUM over total RAUM
Employees: 1
Advisory employees: 1

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••• S•••••• S••••	n/a	CAMARILLO, CA	7	13	3	no

Teams in

••• Locked

Other firm	Advisors	First left	Last joined	From	Kind	Move type	Share of firm
N•• F•••••••• G••••• L••	2	Jul 8, 2019	Jun 3, 2019	WEST HOLLYWOOD, CA	Team lift out	RIA to state RIA	5.3%

Relationships

Registered with (2)

← M••• S•••••• S••••Advisorregistration: current employment
Jun 3, 2019 to presentfactForm ADV
← Christian Fernando CarreonAdvisorregistration: previous registration
Jun 3, 2019 to Jan 19, 2022factForm ADV

Moved with (1)

← N•• F•••••••• G••••• L••Registered adviser2 advisors, team lift out, same day
Jul 8, 2019 to Jun 3, 2019factForm ADV

Dated events

Occurred
Jan 19, 2022
Advisor changed firm
Christian Fernando Carreon left A•• O•• W•••••• L•• for Create Wealth Management, Llc (registered 2021-06-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:01ee9066-1279-7833-b5b5-138937475bc1
First observed: Mar 27, 2026
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds 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.