DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

L••••• N• S••••••

Advisor at M••• A•••• M••••••••• L••

JACKSONVILLE, FL | NEW YORK, NY

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Search this name across graphsid dfx:ria:4630955a-e615-9ad7-3984-ba09dfa2e38a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Mar 17, 2014 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••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 14, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• A•••• M••••••••• L••	Independent wealth	Aug 18, 2026	n/a	yes	NEW YORK, NY\|JACKSONVILLE, FL	Current employment
C••••••••• W•••••• L••	Independent wealth	Feb 21, 2025	Nov 17, 2025	no	Jacksonville, FL\|Ponte Vedra Beach, FL\|OVERLAND PARK, KS

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••••• W•••••• L••	M••• A•••• M••••••••• L••	Nov 17, 2025	Aug 18, 2026	274	Firm change	RIA to RIA
L•• F•••••••• L••	C••••••••• W•••••• L••	Oct 9, 2023	Feb 21, 2025

Relationships

Registered with (5)

→ M••• A•••• M••••••••• L••Registered adviserregistration: current employment
Aug 18, 2026 to presentfactForm ADV
→ C••••••••• W•••••• L••Registered adviserregistration: previous registration
Feb 21, 2025 to Nov 17, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 22, 2016 to Oct 9, 2023factForm ADV
→ M••••• F•••••••• S•••••••• I•••

Dated events

Occurred
Nov 17, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4630955a-e615-9ad7-3984-ba09dfa2e38a
First observed: Mar 17, 2014
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.