DFX Intelligence

R•••••• L•••• Z•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

R•••••• L•••• Z•••

Advisor at M••• • C•• P•••••••• L•

New Hope, PA | DALLAS, TX

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Search this name across graphsid dfx:ria:859d42d3-259d-5a23-4762-6dde16ab5003

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:18 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: Dec 9, 2013 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••• • C•• P•••••••• L•
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 16, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• • C•• P•••••••• L•	Independent wealth	Apr 3, 2024	n/a	yes	New Hope, PA\|DALLAS, TX	Current employment
O••••••• B•• W••••• P•••••••	Independent wealth	Mar 17, 2022	Feb 26, 2024	no	PARSIPPANY, NJ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••• B•• W••••• P•••••••	M••• • C•• P•••••••• L•	Feb 26, 2024	Apr 3, 2024	37	Firm change	RIA to RIA
P•••••• A•••••• G••••• L••	O••••••• B•• W••••• P•••••••	Mar 25, 2022	Mar 17, 2022

Relationships

Registered with (4)

→ M••• • C•• P•••••••• L•Registered adviserregistration: current employment
Apr 3, 2024 to presentfactForm ADV
→ O••••••• B•• W••••• P•••••••Registered adviserregistration: previous registration
Mar 17, 2022 to Feb 26, 2024factForm ADV
→ P•••••• A•••••• G••••• L••Registered adviserregistration: previous registration
Nov 16, 2021 to Mar 25, 2022factForm ADV
→ W••••••••• I••••••••• C•••••• L••

Dated events

Occurred
Feb 26, 2024
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago
Occurred
Mar 25, 2022
A•••••• firm change
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:859d42d3-259d-5a23-4762-6dde16ab5003
First observed: Dec 9, 2013
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.