DFX Intelligence

T•• M•••••• S••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

T•• M•••••• S••••••

Advisor at M••••••

Jupiter, FL | Palm City, FL

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Search this name across graphsid dfx:ria:05b9ca62-f1e7-e06d-327f-4ec042327538

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:04 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Dec 2, 2010 to Sep 15, 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••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 30, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Jul 21, 2026	n/a	yes	Palm City, FL\|Jupiter, FL	Current employment
A••••••• W••••• P•••••••• L••	Former SEC adviser	Nov 27, 2018	Jul 28, 2026	no	NORTH PALM BEACH, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••• W••••• P•••••••• L••	M••••••	Jul 28, 2026	Jul 21, 2026	-7	Firm change	RIA to ibd
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	A••••••• W••••• P•••••••• L••	Nov 6, 2018	Nov 27, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
289440:140195:FL:2026-07-28	Jul 28, 2026	Jul 21, 2026	NORTH PALM BEACH, FL	Firm change

Relationships

Registered with (6)

→ M••••••Registered adviserregistration: current employment
Jul 21, 2026 to presentfactForm ADV
→ A••••••• W••••• P•••••••• L••Registered adviserregistration: previous registration
Nov 27, 2018 to Jul 28, 2026factForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Oct 10, 2017 to Nov 6, 2018factForm ADV
→ M••••• I••••••••• L••

Dated events

Occurred
Jul 28, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:05b9ca62-f1e7-e06d-327f-4ec042327538
First observed: Dec 2, 2010
Last observed: Sep 15, 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.