O•••• R• F•••••

Advisor at M•••• A•••• M••••••••• I•••

San Antonio, TX | HOUSTON, TX

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5bb6d509-f0b3-3f74-70df-7baebf37d4b9

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jun 1, 1998 to Sep 15, 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•••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 8, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• A•••• M••••••••• I•••	Independent wealth	Apr 10, 2019	n/a	yes	San Antonio, TX\|HOUSTON, TX	Current employment
M•••• A•••• M••••••••• I•••	Independent wealth	Apr 7, 2015	Dec 31, 2015	no	SAN ANTONIO, TX\|HOUSTON, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• S••••••••• I•••	M•••• A•••• M••••••••• I•••	May 1, 2015	Apr 7, 2015	-24	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	H•••••• S••••••••• I•••	Jan 17, 2012	Jan 13, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
6220:148123:TX:2015-05-01	May 1, 2015	Apr 7, 2015	SAN ANTONIO, TX	Firm change

Relationships

Registered with (4)

→ M•••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Apr 7, 2015 to Dec 31, 2015factForm ADV
→ H•••••• S••••••••• I•••Registered adviserregistration: previous registration
Jan 13, 2012 to May 1, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
May 25, 2007 to Jan 17, 2012factForm ADV
→ C•••••••• G••••• M•••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5bb6d509-f0b3-3f74-70df-7baebf37d4b9
First observed: Jun 1, 1998
Last observed: Sep 15, 2026 7 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.