DFX Intelligence

M•••••• R•• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

M•••••• R•• B••••

Advisor at T• A•••••••••

Austin, TX

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Search this name across graphsid dfx:ria:17253c87-a6c6-d03f-4211-d69728b09eb6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:03 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 1
Observed: Apr 5, 2023 to Sep 14, 2026

Across DFX

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

Private Equityidentity

M•••••• R•• B••••

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: T• A•••••••••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jan 27, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T• A•••••••••	Asset manager	Jan 30, 2024	n/a	yes	Austin, TX	Current employment
T• A•••••••••	Asset manager	Apr 5, 2023	Dec 31, 2023	no	Austin, TX\|Boston, MA	Previous registration

Relationships

Registered with (1)

→ T• A•••••••••Registered adviserregistration: previous registration
Apr 5, 2023 to Dec 31, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:17253c87-a6c6-d03f-4211-d69728b09eb6
First observed: Apr 5, 2023
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.