T•• M•• N••

Advisor at B•••••••••

Del Mar, CA

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Search this name across graphsid dfx:ria:7a9582e4-b0c5-d1a1-7be6-126f919e94bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:33 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 2
Observed: Dec 10, 2002 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

T•• M•• N••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

T•• M•• N••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: B•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 7, 2002earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•••••••••	Independent wealth	Jul 11, 2019	n/a	yes	Del Mar, CA	Current employment
V••••• C••••••	Former SEC adviser	Jul 16, 2019	Dec 31, 2021	no	SAN FRANCISCO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• C••••••	n/a	Dec 31, 2021	n/a	n/a	Departure no registered destination	Departure
I••••• C••••••• L••	B•••••••••	Jul 27, 2018	Jul 11, 2019	349

Relationships

Registered with (5)

→ B•••••••••Registered adviserregistration: current employment
Jul 11, 2019 to presentfactForm ADV
→ V••••• C••••••Registered adviserregistration: previous registration
Jul 16, 2019 to Dec 31, 2021factForm ADV
→ I••••• C••••••• L••Registered adviserregistration: previous registration
May 1, 2015 to Jul 27, 2018factForm ADV
→ A••• A•••• M••••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7a9582e4-b0c5-d1a1-7be6-126f919e94bd
First observed: Dec 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.