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

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RIA / WealthAdvisor40 years in industry

M••••••• E•••• M•••••

Advisor at R•••••••• C•••••• A•••••••• L••

SAINT JOHNS, FL

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Search this name across graphsid dfx:ria:7886f81a-153e-7302-838f-5a960b55ba6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 15, 1988 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•••••••• C•••••• A•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 1, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R•••••••• C•••••• A•••••••• L••	State registered	Feb 26, 2018	n/a	yes	SAINT JOHNS, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Nov 15, 1988	Jan 23, 2007	no	JACKSONVILLE, FL\|JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R•••••••• C•••••• A•••••••• L••	Jan 23, 2007	Feb 26, 2018	4,052	Firm change after gap	Wirehouse to state RIA

Relationships

Registered with (2)

→ R•••••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Feb 26, 2018 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Nov 15, 1988 to Jan 23, 2007factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7886f81a-153e-7302-838f-5a960b55ba6d
First observed: Nov 15, 1988
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.