DFX Intelligence

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

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RIA / WealthAdvisor36 years in industry

C••••••••• P••••• M••••••••

Advisor at M•••••••• V•••• P••••••• L••

NEW YORK, NY

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Search this name across graphsid dfx:ria:4f977768-c9b0-56b0-9883-55183cf0b429

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 1
Observed: Apr 20, 2006 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

C••••••••• P••••• M••••••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M•••••••• V•••• P••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Sep 6, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• V•••• P••••••• L••	Other adviser	Dec 23, 2024	n/a	yes	NEW YORK, NY	Current employment
M•••••••• B••••••• I••••••••• M•••••••••	Former SEC adviser	Apr 20, 2006	Apr 27, 2023	no	MELVILLE, NY\|MELVILLE, NY\|NEW YORK, NY\|HUNTINGTON, NY\|COLD SPRING HARBOR, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••••• B••••••• I••••••••• M•••••••••	M•••••••• V•••• P••••••• L••	Apr 27, 2023	Dec 23, 2024	606	Firm change after gap	RIA to RIA

Relationships

Registered with (2)

→ M•••••••• V•••• P••••••• L••Registered adviserregistration: current employment
Dec 23, 2024 to presentfactForm ADV
→ M•••••••• B••••••• I••••••••• M•••••••••Registered adviserregistration: previous registration
Apr 20, 2006 to Apr 27, 2023factForm ADV

Dated events

Occurred
Apr 27, 2023
Advisor changed firm
C••••••••• P••••• M•••••••• left M•••••••• B••••••• I••••••••• M••••••••• for M•••••••• V•••• P••••••• L•• (registered 2024-12-23)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4f977768-c9b0-56b0-9883-55183cf0b429
First observed: Apr 20, 2006
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.