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A••• R••••• N•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor15 years in industry

A••• R••••• N•••••

Advisor at M•••••• F•••••••• A•••••••• L••

Franklin, TN | FREMONT, CA

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Search this name across graphsid dfx:ria:1de14bd1-773f-85ed-8f7f-39b45c28911d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 27, 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•••••• F•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 27, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom 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
M•••••• F•••••••• A•••••••• L••	Independent wealth	Jan 1, 2025	n/a	yes	FREMONT, CA\|Franklin, TN	Current employment
E••••• J••••	National bd RIA	Sep 27, 2010	Nov 19, 2010	no	ST LOUIS, MO	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E••••• J••••	M•••••• F•••••••• A•••••••• L••	Nov 19, 2010	Jan 1, 2025	5,157	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ M•••••• F•••••••• A•••••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ E••••• J••••Registered adviserregistration: previous registration
Sep 27, 2010 to Nov 19, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1de14bd1-773f-85ed-8f7f-39b45c28911d
First observed: Sep 27, 2010
Last observed: Sep 15, 2026 7 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.