DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

G••••• M••••••••

Advisor at M•••••• A•••••• A••••••• L••

JERSEY CITY, NJ | Jersey City, NJ

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Search this name across graphsid dfx:ria:80bb2543-79b3-1ee7-2b5c-003718ab9774

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 30, 2017 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•••••• A•••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 7, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• A•••••• A••••••• L••	Independent wealth	May 8, 2023	n/a	yes	Jersey City, NJ\|JERSEY CITY, NJ	Current employment
M•••••• A•••••• A••••••• L••	Independent wealth	Oct 30, 2017	Oct 26, 2021	no	JERSEY CITY, NJ

Relationships

Registered with (1)

→ M•••••• A•••••• A••••••• L••Registered adviserregistration: previous registration
Oct 30, 2017 to Oct 26, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:80bb2543-79b3-1ee7-2b5c-003718ab9774
First observed: Oct 30, 2017
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.