DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst24 years in industry

P•••••• A••••• M•••••

Advisor at M••••• I••••••••• M••••••••• L••

EVANSTON, IL | NORTH PALM BEACH, FL

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Search this name across graphsid dfx:ria:5bcfc5a7-8ea9-750a-3662-8189bc683598

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 15, 2006 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••••• I••••••••• M••••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 15derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• I••••••••• M••••••••• L••	Mixed wealth	Apr 26, 2011	n/a	yes	NORTH PALM BEACH, FL\|EVANSTON, IL	Current employment
M••••• I••••••••• M••••••••• L••	Mixed wealth	May 15, 2006	Nov 23, 2009	no	PALM BEACH GARDENS, FL

Relationships

Registered with (1)

→ M••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
May 15, 2006 to Nov 23, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5bcfc5a7-8ea9-750a-3662-8189bc683598
First observed: May 15, 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.