E••• C••••

Advisor at M••••• S••••••

Beverly Hills, CA | Los Angeles, CA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:35acb6b4-ae19-c1b8-bde2-621a6f95931e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:53 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: May 20, 2024 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Oct 13, 2025	n/a	yes	Los Angeles, CA\|Beverly Hills, CA	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	May 20, 2024	Sep 22, 2025	no	BEVERLY HILLS, CA\|LOS ANGELES, CA\|LOS ANGELES, CA\|BEVERLY HILLS, CA\|Los Angeles, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	M••••• S••••••	Sep 22, 2025	Oct 13, 2025	21	Firm change	Ibd to wirehouse

Team moves

••• Locked

Team	Left	Joined	From	Kind
7059:149777:CA:2025-09-22	Sep 22, 2025	Oct 13, 2025	LOS ANGELES, CA	Firm change

Relationships

Registered with (2)

→ M••••• S••••••Registered adviserregistration: current employment
Oct 13, 2025 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
May 20, 2024 to Sep 22, 2025factForm ADV

Dated events

Occurred
Sep 22, 2025
Advisor changed firm
E••• C•••• left C•••••••• G••••• M•••••• I••• for M••••• S•••••• (registered 2025-10-13)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:35acb6b4-ae19-c1b8-bde2-621a6f95931e
First observed: May 20, 2024
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.