DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

C••• H••••• M•••••••••

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

TULSA, OK

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:55 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jun 10, 2021 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: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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
M••••••••• C•••••• M•••••••••	State registered	Jul 13, 2026	n/a	yes	TULSA, OK	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Sep 19, 2024	Sep 20, 2024	no	TULSA, OK	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	M••••••••• C•••••• M•••••••••	Sep 20, 2024	Jul 13, 2026	661	Firm change after gap	Ibd to state RIA
M••••• S••••••	A••••••••• F•••••••• S•••••••• L••	Mar 6, 2023	Sep 19, 2024

Relationships

Registered with (3)

→ M••••••••• C•••••• M•••••••••Registered adviserregistration: current employment
Jul 13, 2026 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 19, 2024 to Sep 20, 2024factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 10, 2021 to Mar 6, 2023factForm ADV

Dated events

Order

Occurred
20 Sep 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
6 Mar 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Jun 10, 2021
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.