B•••• C••••

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

NEW YORK, NY

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Search this name across graphsid dfx:ria:4505b6b5-a404-5cf2-5556-a8322729ee99

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 23, 2024 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•••• F•••••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom 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•••• F•••••••• A••••••• L••	Independent wealth	May 4, 2026	n/a	yes	NEW YORK, NY	Current employment
M•• I•••••••• S•••••••• L••	Bd affiliated wealth	Oct 23, 2024	Dec 4, 2024	no	Fairfield, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•• I•••••••• S•••••••• L••	M•••• F•••••••• A••••••• L••	Dec 4, 2024	May 4, 2026	516	Firm change after gap	Ibd to RIA

Relationships

Registered with (2)

→ M•••• F•••••••• A••••••• L••Registered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ M•• I•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 23, 2024 to Dec 4, 2024factForm ADV

Dated events

Occurred
Dec 4, 2024
Advisor changed firm
B•••• C•••• left M•• I•••••••• S•••••••• L•• for M•••• F•••••••• A••••••• L•• (registered 2026-05-04)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4505b6b5-a404-5cf2-5556-a8322729ee99
First observed: Oct 23, 2024
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.