DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

M••••••• R•• L•••••

Advisor at R•••••• W••••• A•••••••• L••

PALM BEACH GARDENS, FL

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Search this name across graphsid dfx:ria:73ac81d5-ae5e-b803-6953-50299b753e46

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Oct 10, 2002 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: R•••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 8, 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••• W••••• A•••••••• L••	Independent wealth	Jan 1, 2025	n/a	yes	PALM BEACH GARDENS, FL	Current employment
M••••• P•••••• C•••••• G••••	Independent wealth	Oct 20, 2017	Jul 1, 2022	no	West Palm Beach, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• P•••••• C•••••• G••••	R•••••• W••••• A•••••••• L••	Jul 1, 2022	Jan 1, 2025	915	Firm change after gap	RIA to RIA
C•••••••• L••	M••••• P•••••• C•••••• G••••	Aug 9, 2017	Oct 20, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
285531:316188:FL:2022-07-01	Jul 1, 2022	Jan 1, 2025	WEST PALM BEACH, FL	Firm change after gap
129505:285531:FL:2017-08-09	Aug 9, 2017	Oct 20, 2017	NORTH PALM BEACH, FL	Firm change

Relationships

Registered with (6)

→ R•••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ M••••• P•••••• C•••••• G••••Registered adviserregistration: previous registration
Oct 20, 2017 to Jul 1, 2022factForm ADV
→ C•••••••• L••Registered adviserregistration: previous registration
Aug 2, 2013 to Aug 9, 2017factForm ADV
→ J••• M••••• S••••••••• L••

Dated events

Occurred
Jul 1, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:73ac81d5-ae5e-b803-6953-50299b753e46
First observed: Oct 10, 2002
Last observed: Sep 14, 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.