F•••• M•••••••

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

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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Jun 20, 2000 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•••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 15, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• C•••••• M•••••••••	Independent wealth	Dec 2, 2025	n/a	yes	HOUSTON, TX	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Mar 21, 2024	Dec 2, 2025	no	HOUSTON, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	M••••••• C•••••• M•••••••••	Dec 2, 2025	Dec 2, 2025	0	Firm change	Ibd to new firm
C••••• A••••••• L••	C••••• I••••••••• A••••••• L••	Mar 21, 2024	Mar 21, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
105644:338774:TX:2025-12-02	Dec 2, 2025	Dec 2, 2025	HOUSTON, TX	Firm change

Relationships

Registered with (8)

→ M••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Dec 2, 2025 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Mar 21, 2024 to Dec 2, 2025factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Nov 9, 2015 to Mar 21, 2024factForm ADV
→ S••••••••• A•••••• A•••••••• I•••

Dated events

Order

Occurred
2 Dec 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 20, 2000
Last observed: Sep 14, 2026 10 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.