DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

M•••••• B••••• W••••

Advisor at C••••••• A•••• M••••••••• L••

Roanoke, VA | MORTON, IL

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Search this name across graphsid dfx:ria:1880d133-d182-a8c8-f7ca-e65910b4739a

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 13, 2023 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: C••••••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
C••••••• A•••• M••••••••• L••	Independent wealth	Mar 20, 2025	n/a	yes	MORTON, IL\|Roanoke, VA	Current employment
I•••••••• F•••••••• P•••••••• I•••	n/a	Apr 13, 2023	Mar 20, 2025	no	ROANOKE, VA\|ROANOKE, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• F•••••••• P•••••••• I•••	C••••••• A•••• M••••••••• L••	Mar 20, 2025	Mar 20, 2025	0	Firm change	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
164481:306903:VA:2025-03-20	Mar 20, 2025	Mar 20, 2025	ROANOKE, VA	Firm change

Relationships

Registered with (2)

→ C••••••• A•••• M••••••••• L••Registered adviserregistration: current employment
Mar 20, 2025 to presentfactForm ADV
→ I•••••••• F•••••••• P•••••••• I•••Registered adviserregistration: previous registration
Apr 13, 2023 to Mar 20, 2025factForm ADV

Dated events

Occurred
Mar 20, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1880d133-d182-a8c8-f7ca-e65910b4739a
First observed: Apr 13, 2023
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.