DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)35 years in industry

R••••• L•• N•••••

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

Melbourne Beach, FL | RALEIGH, NC

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Search this name across graphsid dfx:ria:22bd9106-805c-2be3-97b1-85d59da99cf0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2007 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: M••••• C•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 14, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• C•••••• A•••••••• L••	Independent wealth	Jan 14, 2022	n/a	yes	Melbourne Beach, FL\|RALEIGH, NC	Current employment
M••••• C•••••• A•••••••• L••	Independent wealth	Jan 19, 2017	Dec 31, 2021	no	Red Bank, NJ\|RALEIGH, NC

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
I•••••••• C•••••• A•••••••	M••••• C•••••• A•••••••• L••	Sep 7, 2016	Jan 19, 2017	134	Firm change	Other
O•••• W•••••• I•••	I•••••••• C•••••• A•••••••	Apr 3, 2014	Mar 28, 2014

Relationships

Registered with (3)

→ M••••• C•••••• A•••••••• L••Registered adviserregistration: previous registration
Jan 19, 2017 to Dec 31, 2021factForm ADV
→ I•••••••• C•••••• A•••••••Registered adviserregistration: previous registration
Mar 28, 2014 to Sep 7, 2016factForm ADV
→ O•••• W•••••• I•••Registered adviserregistration: previous registration
Jan 30, 2007 to Apr 3, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:22bd9106-805c-2be3-97b1-85d59da99cf0
First observed: Jan 30, 2007
Last observed: Sep 14, 2026 9 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.