DFX Intelligence

W•••••• E••••• D••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)23 years in industry

W•••••• E••••• D••••

Advisor at M••••• S••••••

Ponte Vedra Beach, FL

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Search this name across graphsid dfx:ria:867af6de-6652-1342-cb7b-34986b36fcf1

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 2
On other graphs: 0
Observed: Sep 2, 2003 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Sep 2, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jul 29, 2025	n/a	yes	Ponte Vedra Beach, FL	Current employment
E•••••• A••••••• G••••• L••	Bd affiliated wealth	Dec 18, 2024	Jul 15, 2025	no	GREENWOOD VILLAGE, CO\|JACKSONVILLE, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••••• A••••••• G••••• L••	M••••• S••••••	Jul 15, 2025	Jul 29, 2025	14	Firm change	Ibd to wirehouse
C•••••••• G••••• M•••••• I•••	E•••••• A••••••• G••••• L••	Apr 19, 2024	Dec 18, 2024

Relationships

Registered with (5)

→ M••••• S••••••Registered adviserregistration: current employment
Jul 29, 2025 to presentfactForm ADV
→ E•••••• A••••••• G••••• L••Registered adviserregistration: previous registration
Dec 18, 2024 to Jul 15, 2025factForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Aug 23, 2023 to Apr 19, 2024factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

Dated events

Occurred
Jul 15, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Apr 19, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:867af6de-6652-1342-cb7b-34986b36fcf1
First observed: Sep 2, 2003
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.