DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

M•••••• D•••• D•••••••

Advisor at F••••••

SAN FRANCISCO, CA

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Search this name across graphsid dfx:ria:6332fb07-6d2c-0be6-78bc-c0e92a5254af

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:16 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 10, 2018 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Jan 1, 2026	n/a	yes	SAN FRANCISCO, CA	Current employment
U••••• C•••••• F•••••••• A•••••••	Independent wealth	Apr 6, 2023	Nov 3, 2023	no	Newport Beach, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
U••••• C•••••• F•••••••• A•••••••	F••••••	Nov 3, 2023	Jan 1, 2026	790	Firm change after gap	Ibd to RIA
H••••• F•••••••• A•••••••• I•••	U••••• C•••••• F•••••••• A•••••••	Nov 23, 2020	Apr 6, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
134600:302050:CA:2023-10-27	Nov 3, 2023	Jan 1, 2026	NEWPORT BEACH, CA	Firm change after gap

Relationships

Registered with (3)

→ F••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ U••••• C•••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Apr 6, 2023 to Nov 3, 2023factForm ADV
→ H••••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
May 10, 2018 to Nov 23, 2020factForm ADV

Dated events

Occurred
Nov 3, 2023
Advisor changed firm
M•••••• D•••• D••••••• left U••••• C•••••• F•••••••• A••••••• for Farther (registered 2026-01-01)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6332fb07-6d2c-0be6-78bc-c0e92a5254af
First observed: May 10, 2018
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.