M• P• N•••••

Advisor at B••••••• W••••• M•••••••••

COSTA MESA, CA

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Search this name across graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Feb 9, 2021 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: B••••••• W••••• M•••••••••
Current firm class: former SEC adviserderived
Book size: not public••• Locked
Industry start: Feb 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• W••••• M•••••••••	Former SEC adviser	May 12, 2025	n/a	yes	COSTA MESA, CA	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 9, 2021	Oct 15, 2024	no	GARDEN GROVE, CA\|IRVINE, CA\|HUNTINGTON BEACH, CA\|FOUNTAIN VALLEY, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	B••••••• W••••• M•••••••••	Oct 15, 2024	May 12, 2025	209	Firm change	Wirehouse to new firm

Relationships

Registered with (2)

→ B••••••• W••••• M•••••••••Registered adviserregistration: current employment
May 12, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 9, 2021 to Oct 15, 2024factForm ADV

Dated events

Order

Occurred
15 Oct 2024
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Feb 9, 2021
Last observed: Sep 14, 2026 10 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.