DFX Intelligence

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

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RIA / WealthAdvisor25 years in industry

A•••••••• A••••••• M••••••

Advisor at M•••••• I••••••••• L••

KING OF PRUSSIA, PA

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Search this name across graphsid dfx:ria:798826f5-103d-8b9d-af27-a1ab2d5f0c7d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:56 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 23, 2003 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•••••• I••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 21, 2000earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• I••••••••• L••	Independent wealth	Jun 8, 2012	n/a	yes	KING OF PRUSSIA, PA	Current employment
A•••• A•••• M••••••••• L••	Independent wealth	Dec 9, 2009	May 29, 2012	no	LANCASTER, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••• A•••• M••••••••• L••	M•••••• I••••••••• L••	May 29, 2012	Jun 8, 2012	10	Firm change	Other
D••••••• M••••••• W••••• • B••••••• L••	A•••• A•••• M••••••••• L••	Dec 9, 2009	Dec 9, 2009

Relationships

Registered with (4)

→ M•••••• I••••••••• L••Registered adviserregistration: current employment
Jun 8, 2012 to presentfactForm ADV
→ A•••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Dec 9, 2009 to May 29, 2012factForm ADV
→ D••••••• M••••••• W••••• • B••••••• L••Registered adviserregistration: previous registration
Jul 1, 2009 to Dec 9, 2009factForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:798826f5-103d-8b9d-af27-a1ab2d5f0c7d
First observed: Sep 23, 2003
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.