DFX Intelligence

M••••• W•••• R••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor27 years in industry

M••••• W•••• R••••••

Advisor at M••••••••• C•••••• M••••••••• L••

M•••••••••, VT

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Search this name across graphsid dfx:ria:58ce0663-977e-6d35-1678-4df03c23e5ad

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 2
Observed: Jan 5, 2000 to Sep 14, 2026

Across DFX

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

Private Equityidentity

M••••• W•••• R••••••

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

Venture Capitalidentity

M••••• W•••• R••••••

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••••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• C•••••• M••••••••• L••	Independent wealth	Nov 26, 2012	n/a	yes	M•••••••••, VT	Current employment
M••••••••• C•••••• M••••••••• L••	Independent wealth	Jan 5, 2000	Dec 31, 2002	no	BURLINGTON, VT

Relationships

Registered with (1)

→ M••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Jan 5, 2000 to Dec 31, 2002factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:58ce0663-977e-6d35-1678-4df03c23e5ad
First observed: Jan 5, 2000
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.