DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

M•••••• A•••••• F••••••

Advisor at C••••••••• P••••••• G••••

FAIRFIELD, NJ | New Braunfels, TX

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Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:54 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 30, 2002 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: C••••••••• P••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 30, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• P••••••• G••••	Independent wealth	Aug 20, 2025	n/a	yes	New Braunfels, TX\|FAIRFIELD, NJ	Current employment
E•••• S••••••••• L••	Bd affiliated wealth	Feb 24, 2015	Sep 3, 2025	no	EDISON, NJ\|NEW BRAUNFELS, TX\|NEW BRAUNFELS, TX\|NEW BRAUNFELS, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• S••••••••• L••	C••••••••• P••••••• G••••	Sep 3, 2025	Aug 20, 2025	-14	Firm change	Ibd to RIA
M•• F•••••••• S•••••••• I•••	E•••• S••••••••• L••	Mar 2, 2009	Feb 24, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
110826:307189:TX:2025-08-26	Sep 3, 2025	Aug 20, 2025	NEW BRAUNFELS, TX	Firm change

Relationships

Registered with (3)

→ C••••••••• P••••••• G••••Registered adviserregistration: current employment
Aug 20, 2025 to presentfactForm ADV
→ E•••• S••••••••• L••Registered adviserregistration: previous registration
Feb 24, 2015 to Sep 3, 2025factForm ADV
→ M•• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jul 30, 2002 to Mar 2, 2009factForm ADV

Dated events

Order

Occurred
3 Sep 2025
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jul 30, 2002
Last observed: Sep 15, 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.