DFX Intelligence

M••••• K••••••• D••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant26 years in industry

M••••• K••••••• D••••••

Advisor at M••••• G••••• A••••••• I•••

••• Locked

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Search this name across graphsid dfx:ria:2643f3c1-bba9-277f-92bf-aa1986036038

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:29 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Aug 12, 2009 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••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 11, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Jun 2, 2026	n/a	yes	Dunedin, FL\|DENVER, CO\|Tampa, FL	Current employment
M•• C•••••• M••••••••• L••	Independent wealth	Mar 3, 2025	Apr 27, 2026	no	Dunedin, FL\|Clearwater, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• C•••••• M••••••••• L••	M••••• G••••• A••••••• I•••	Apr 27, 2026	Jun 2, 2026	36	Firm change	RIA to RIA
N••••••••• S••••••••• L••	M•• C•••••• M••••••••• L••	Feb 20, 2025	Mar 3, 2025

Relationships

Registered with (6)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Jun 2, 2026 to presentfactForm ADV
→ M•• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 3, 2025 to Apr 27, 2026factForm ADV
→ N••••••••• S••••••••• L••Registered adviserregistration: previous registration
Jun 17, 2021 to Feb 20, 2025factForm ADV
→ M••••••••• R•••••••••

Dated events

Occurred
Apr 27, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Feb 20, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2643f3c1-bba9-277f-92bf-aa1986036038
First observed: Aug 12, 2009
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.