DFX Intelligence

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

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RIA / WealthAdvisor18 years in industry

M•••• S••• L••••

Advisor at C•••••• W••••• M••••••••• L••

DESTIN, FL

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Search this name across graphsid dfx:ria:90468a4b-a86c-13ac-3725-98a63485fdff

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 23, 2008 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•••••• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 17, 2008earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••• W••••• M••••••••• L••	Independent wealth	Jan 1, 2026	n/a	yes	DESTIN, FL	Current employment
W•••• F•••• A•••••••	Wirehouse	Nov 8, 2013	Jan 29, 2020	no	DESTIN, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	C•••••• W••••• M••••••••• L••	Jan 29, 2020	Jan 1, 2026	2,164	Firm change after gap	Wirehouse to RIA
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	W•••• F•••• A•••••••	Nov 8, 2013	Nov 8, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
11025:306396:FL:2020-01-29	Jan 29, 2020	Jan 1, 2026	DESTIN, FL	Firm change after gap

Relationships

Registered with (3)

→ C•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Nov 8, 2013 to Jan 29, 2020factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Sep 23, 2008 to Nov 8, 2013factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:90468a4b-a86c-13ac-3725-98a63485fdff
First observed: Sep 23, 2008
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.