DFX Intelligence

B••••••• C•••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisordual registered (broker-dealer)18 years in industry

B••••••• C•••• H•••••

Advisor at M••••• S•••••• I••••••••• M••••••••• I•••

NEW YORK, NY

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Search this name across graphsid dfx:ria:8959c77a-daae-1317-25d0-beaa14b4d992

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 2
Observed: Dec 5, 2008 to Sep 14, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

B••••••• C•••• H•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Venture Capitalidentity

B••••••• C•••• H•••••

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M••••• S•••••• I••••••••• M••••••••• I•••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jan 17, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S•••••• I••••••••• M••••••••• I•••	Asset manager	Jun 27, 2024	n/a	yes	NEW YORK, NY	Current employment
M••••• S••••••	Wirehouse	Jun 1, 2009	Jun 27, 2024	no	PURCHASE, NY\|NEW YORK, NY\|PURCHASE, NY\|PURCHASE, NY\|New York, NY\|New York, NY\|New York, NY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	M••••• S•••••• I••••••••• M••••••••• I•••	Jun 27, 2024	Jun 27, 2024	0	Channel change	Other
M••••• S•••••• • C•• L••	M••••• S••••••	Jun 1, 2009	Jun 1, 2009

Relationships

Registered with (3)

→ M••••• S•••••• I••••••••• M••••••••• I•••Registered adviserregistration: current employment
Jun 27, 2024 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Jun 1, 2009 to Jun 27, 2024factForm ADV
→ M••••• S•••••• • C•• L••Registered adviserregistration: previous registration
Dec 5, 2008 to Jun 1, 2009factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8959c77a-daae-1317-25d0-beaa14b4d992
First observed: Dec 5, 2008
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.