M•••• H•••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

ROCKLEDGE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:04f86b01-5a79-7c4b-78d6-2489067ba8e6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 3, 2016 to Sep 14, 2026

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

Current firm: M•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Oct 7, 2019	n/a	yes	ROCKLEDGE, FL	Current employment
A••••••• T•• • I••••••••• I•••	State registered	Nov 3, 2016	Sep 20, 2019	no	ROCKLEDGE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• T•• • I••••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Sep 20, 2019	Oct 7, 2019	17	Firm change	Other

Relationships

Registered with (2)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Oct 7, 2019 to presentfactForm ADV
→ A••••••• T•• • I••••••••• I•••Registered adviserregistration: previous registration
Nov 3, 2016 to Sep 20, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:04f86b01-5a79-7c4b-78d6-2489067ba8e6
First observed: Nov 3, 2016
Last observed: Sep 14, 2026 8 days ago
Source families: Federal regulator filings
1 registered feed 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.