W•••••• W• P•••

Advisor at C•••••• M•••••• I•• L••

ARLINGTON, TX | Sudbury, 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 graphs

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:36 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2010 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: C•••••• M•••••• I•• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• M•••••• I•• L••	Independent wealth	Oct 6, 2020	n/a	yes	ARLINGTON, TX\|Sudbury, MA	Current employment
S••••• A••••••• I•••	Bd affiliated wealth	Dec 6, 2019	Aug 11, 2020	no	BIRMINGHAM, AL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••• A••••••• I•••	C•••••• M•••••• I•• L••	Aug 11, 2020	Oct 6, 2020	56	Firm change	Ibd to RIA
Q•••• C•••••• S••••••••• I•••	S••••• A••••••• I•••	Dec 6, 2019	Dec 6, 2019

Relationships

Registered with (4)

→ C•••••• M•••••• I•• L••Registered adviserregistration: previous registration
Apr 6, 2016 to Mar 21, 2018factForm ADV
→ S••••• A••••••• I•••Registered adviserregistration: previous registration
Dec 6, 2019 to Aug 11, 2020factForm ADV
→ Q•••• C•••••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 21, 2018 to Dec 6, 2019factForm ADV
→ M••••• S••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 7, 2010
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.