M••••• B•••••

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

NAPLES, FL

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 graphsid dfx:ria:75561e6a-2f03-bd8d-98ac-72c434bdbbe6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Mar 25, 2022 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: C••••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 1, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••• C•••••• M••••••••• L••	State registered	Jan 5, 2026	n/a	yes	NAPLES, FL	Current employment
S•••• I••••• S••••••••• L••	Independent wealth	Sep 6, 2024	Oct 10, 2025	no	Naples, FL\|FORT LAUDERDALE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••• I••••• S••••••••• L••	C••••• C•••••• M••••••••• L••	Oct 10, 2025	Jan 5, 2026	87	Firm change	RIA to state RIA
P•••• S••••••••• L••	S•••• I••••• S••••••••• L••	Jun 12, 2024	Sep 6, 2024

Relationships

Registered with (4)

→ C••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jan 5, 2026 to presentfactForm ADV
→ S•••• I••••• S••••••••• L••Registered adviserregistration: previous registration
Sep 6, 2024 to Oct 10, 2025factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Jan 17, 2023 to Jun 12, 2024factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Oct 10, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jun 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 26, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:75561e6a-2f03-bd8d-98ac-72c434bdbbe6
First observed: Mar 25, 2022
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.