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C•••••• M•••• A•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)25 years in industry

C•••••• M•••• A•••••

Advisor at B•••••••• I••••••••• M••••••••• L••

Los Angeles, CA

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Search this name across graphsid dfx:ria:0ac6e18a-4326-b862-4b56-afc0d43113ef

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:42 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 2
Observed: Jun 28, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

C•••••• M•••• A•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

C•••••• M•••• A•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B•••••••• I••••••••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 29, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••• I••••••••• M••••••••• L••	Mixed wealth	Aug 27, 2019	n/a	yes	Los Angeles, CA	Current employment
G••••• V••• C•••••• M••••••••• L••	Independent wealth	Sep 29, 2020	Dec 18, 2020	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• V••• C•••••• M••••••••• L••	n/a	Dec 18, 2020	n/a	n/a	Departure no registered destination	Departure
A••••••• A•••••••• L••	B•••••••• I••••••••• M••••••••• L••	Oct 29, 2018	Aug 27, 2019

Relationships

Registered with (5)

→ B•••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Aug 27, 2019 to presentfactForm ADV
→ G••••• V••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 29, 2020 to Dec 18, 2020factForm ADV
→ A••••••• A•••••••• L••Registered adviserregistration: previous registration
Sep 21, 2017 to Oct 29, 2018factForm ADV
→ W••••••• C••••••• I•••

Dated events

Occurred
Dec 26, 2025
Advisor owns new adviser
C•••••• M•••• A•••••, registered through B•••••••• I••••••••• M••••••••• L•• (Los Angeles, CA), is a direct owner of Verdara Ppp LLC, an adviser first registered 2025-12-26
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0ac6e18a-4326-b862-4b56-afc0d43113ef
First observed: Jun 28, 2002
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.