M•• H• C•••••

Advisor at C• A•••••••• L••

MIAMI, FL | BOSTON, MA

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:7e89d42b-cd96-6924-8f1f-084c8e6cab27

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jul 18, 2003 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: C• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 28, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C• A•••••••• L••	Independent wealth	Apr 29, 2021	n/a	yes	MIAMI, FL\|BOSTON, MA	Current employment
P••••••• A••••••• G••••• I•••	Former SEC adviser	Nov 3, 2015	May 17, 2021	no	MIAMI, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P••••••• A••••••• G••••• I•••	C• A•••••••• L••	May 17, 2021	Apr 29, 2021	-18	Firm change	RIA to RIA
T•• E••••••••• G••••• I•••	P••••••• A••••••• G••••• I•••	Sep 9, 2015	Nov 3, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
107757:310873:FL:2021-05-17	May 17, 2021	Apr 29, 2021	MIAMI, FL	Firm change
105823:107757:FL:2015-09-04	Sep 9, 2015	Nov 3, 2015	MIAMI, FL	Firm change

Relationships

Registered with (3)

→ C• A•••••••• L••Registered adviserregistration: current employment
Apr 29, 2021 to presentfactForm ADV
→ P••••••• A••••••• G••••• I•••Registered adviserregistration: previous registration
Nov 3, 2015 to May 17, 2021factForm ADV
→ T•• E••••••••• G••••• I•••Registered adviserregistration: previous registration
Jul 18, 2003 to Sep 9, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7e89d42b-cd96-6924-8f1f-084c8e6cab27
First observed: Jul 18, 2003
Last observed: Sep 15, 2026 7 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.