DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant38 years in industry

M•••• C•••• B•••

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

BELLVILLE, TX

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Search this name across graphsid dfx:ria:49323520-7464-3315-f4b1-bc63f78fbb27

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 2, 1998 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••• B••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 27, 1988earliest registration or exam on IAPD
Years in industry: 38derivedfrom the industry start date
Years at current firm: 16derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• B••• W••••• M••••••••• L••	Independent wealth	Oct 2, 2009	n/a	yes	BELLVILLE, TX	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Jan 2, 1998	Oct 8, 2010	no	BELLVILLE, TX\|EMORY, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M••• B••• W••••• M••••••••• L••	Oct 8, 2010	Oct 2, 2009	-371	Firm change after gap	Other

Relationships

Registered with (2)

→ M••• B••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 2, 2009 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jan 2, 1998 to Oct 8, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49323520-7464-3315-f4b1-bc63f78fbb27
First observed: Jan 2, 1998
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.