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

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RIA / WealthAdvisorCertified Financial Planner39 years in industry

F•••• A•••••• M••••••

Advisor at M•••••• • C• F•••••••• A••••••••

PHOENIX, AZ

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Search this name across graphsid dfx:ria:56532ae4-b007-b8ff-82d6-3dd2326c221f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 30, 2002 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•••••• • C• F•••••••• A••••••••
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: Mar 27, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom 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•••••• • C• F•••••••• A••••••••	State registered	Jan 1, 2026	n/a	yes	PHOENIX, AZ	Current employment
R••••••••• C••••••••• I•••	n/a	Dec 20, 2019	Dec 19, 2025	no

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
R••••••••• C••••••••• I•••	M•••••• • C• F•••••••• A••••••••	Dec 19, 2025	Jan 1, 2026	13	Firm change	Other
V•••• C•••••• P•••••••• L••	R••••••••• C••••••••• I•••	Dec 23, 2019

Relationships

Registered with (5)

→ M•••••• • C• F•••••••• A••••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ R••••••••• C••••••••• I•••Registered adviserregistration: previous registration
Dec 20, 2019 to Dec 19, 2025factForm ADV
→ V•••• C•••••• P•••••••• L••Registered adviserregistration: previous registration
Jan 1, 2015 to Dec 23, 2019factForm ADV
→ N••• F•••••••• G••••• I•••

Dated events

Occurred
Dec 19, 2025
Advisor changed firm
F•••• A•••••• M•••••• left R••••••••• C••••••••• I••• for M•••••• • C• F•••••••• A•••••••• (registered 2026-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:56532ae4-b007-b8ff-82d6-3dd2326c221f
First observed: Oct 30, 2002
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.