DFX Intelligence

C•••••• E••••• C•••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor20 years in industry

C•••••• E••••• C•••••••••

Advisor at M•••• W••••• M••••••••• L••

NAPLES, FL

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Search this name across graphsid dfx:ria:44b7c3ce-af9c-a456-cf12-e52ee293ad3e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:09 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 29, 2021 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•••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• W••••• M••••••••• L••	Independent wealth	May 31, 2022	n/a	yes	NAPLES, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Jan 29, 2021	Jun 24, 2022	no	NAPLES, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	M•••• W••••• M••••••••• L••	Jun 24, 2022	May 31, 2022	-24	Firm change	Wirehouse to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:319208:FL:2022-06-24	Jun 24, 2022	May 31, 2022	NAPLES, FL	Firm change

Relationships

Registered with (2)

→ M•••• W••••• M••••••••• L••Registered adviserregistration: current employment
May 31, 2022 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Jan 29, 2021 to Jun 24, 2022factForm ADV

Dated events

Occurred
Jun 24, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:44b7c3ce-af9c-a456-cf12-e52ee293ad3e
First observed: Jan 29, 2021
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.