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A••••• D•••••• S•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor26 years in industry

A••••• D•••••• S•••••

Advisor at M•••• A•• A••••••••• L••

LAFAYETTE, LA

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Search this name across graphsid dfx:ria:4e104e14-9bf2-2d97-e37c-32c3f47213e0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 3
On other graphs: 0
Observed: Jun 4, 2009 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•• A••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 13, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• A•• A••••••••• L••	State registered	Dec 16, 2025	n/a	yes	LAFAYETTE, LA	Current employment
C•••••• A•••••••	Bd affiliated wealth	Oct 17, 2023	Nov 11, 2025	no	Land O Lakes, FL

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••• I•••••••••	C•••••• A•••••••	Nov 11, 2025	Oct 17, 2023	-756	Firm change after gap	RIA to ibd
C•••••• A•••••••	M•••• A•• A••••••••• L••	Nov 11, 2025

Relationships

Registered with (9)

→ M•••• A•• A••••••••• L••Registered adviserregistration: current employment
Dec 16, 2025 to presentfactForm ADV
→ C•••••• A•••••••Registered adviserregistration: previous registration
Oct 17, 2023 to Nov 11, 2025factForm ADV
→ L•••••• I•••••••••Registered adviserregistration: previous registration
Oct 17, 2023 to Nov 11, 2025factForm ADV
→ P•••• S••••••••• L••

Dated events

Occurred
Nov 11, 2025
Advisor changed firm
A••••• D•••••• S••••• left L•••••• I••••••••• for C•••••• A••••••• (registered 2023-10-17)
Form ADVobserved 7 days ago
Occurred
Nov 11, 2025
Advisor changed firm
A••••• D•••••• S••••• left C•••••• A••••••• for M•••• A•• A••••••••• L•• (registered 2025-12-16)
Form ADVobserved 7 days ago
Occurred
Oct 18, 2023
Advisor changed firm
A••••• D•••••• S••••• left P•••• S••••••••• L•• for L•••••• I••••••••• (registered 2023-10-17)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4e104e14-9bf2-2d97-e37c-32c3f47213e0
First observed: Jun 4, 2009
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.