DFX Intelligence

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

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RIA / WealthAdvisor33 years in industry

M••• C••••••••• B••••

Advisor at M••••••••• F••••• O•••••• L••

PORTLAND, OR | Larkspu, CA

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Search this name across graphsid dfx:ria:7a7852db-b16f-e63d-d72a-b68b5e3a8b7c

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 10:51 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Mar 28, 2000 to Sep 15, 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••••••••• F••••• O•••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 14, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• F••••• O•••••• L••	State registered	Jan 25, 2024	n/a	yes	PORTLAND, OR\|Larkspu, CA	Current employment
W•••• F•••• A•••••••	Wirehouse	Mar 28, 2000	Feb 25, 2014	no	SAN FRANCISCO, CA\|SAN FRANCISCO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	M••••••••• F••••• O•••••• L••	Feb 25, 2014	Jan 25, 2024	3,621	Firm change after gap	Wirehouse to state RIA

Relationships

Registered with (2)

→ M••••••••• F••••• O•••••• L••Registered adviserregistration: current employment
Jan 25, 2024 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Mar 28, 2000 to Feb 25, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a7852db-b16f-e63d-d72a-b68b5e3a8b7c
First observed: Mar 28, 2000
Last observed: Sep 15, 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.