DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

M••••• A••••• C•••••

Advisor at D•••••• A•••••••• G•••• • W•••••

Tampa, FL | DALLAS, TX

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:37 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Oct 8, 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: D•••••• A•••••••• G•••• • W•••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Aug 1, 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••••• A•••••••• G•••• • W•••••	Other adviser	Nov 9, 2025	n/a	yes	Tampa, FL\|DALLAS, TX	Current employment
F••••• I•••••••••	Independent wealth	Oct 8, 2024	Oct 28, 2025	no	Tampa, FL\|PLANO, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• I•••••••••	D•••••• A•••••••• G•••• • W•••••	Oct 28, 2025	Nov 9, 2025	12	Firm change	Other

Relationships

Registered with (2)

→ D•••••• A•••••••• G•••• • W•••••Registered adviserregistration: current employment
Nov 9, 2025 to presentfactForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Oct 8, 2024 to Oct 28, 2025factForm ADV

Dated events

Occurred
Oct 28, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 8, 2024
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.