E••• D•••••••

Advisor at M••••• S••••••

San Francisco, CA

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 graphsid dfx:ria:92bc3b65-1b17-5535-d284-6b6fff40a9ba

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:17 PM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Nov 22, 2004 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: Nov 19, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Sep 19, 2025	n/a	yes	San Francisco, CA	Current employment
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Jun 5, 2017	Sep 26, 2025	no	San Francisco, CA\|San Francisco, CA\|San Francisco, CA\|San Francisco, CA\|Westlake Village, CA\|San Francisco, CA\|FRESNO, CA\|San Jose, CA\|San Francisco, CA\|Los Angeles, CA\|San Francisco, CA\|Los Altos, CA\|SAN FRANCISCO, CA\|San Jose, CA\|San Francisco, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• G••••• M•••••• I•••	M••••• S••••••	Sep 26, 2025	Sep 19, 2025	-7	Firm change	Ibd to wirehouse
L•• F•••••••• L••	C•••••••• G••••• M•••••• I•••	Jun 14, 2017	Jun 5, 2017

Team moves

••• Locked

Team	Left	Joined	From	Kind
7059:149777:CA:2025-09-22	Sep 26, 2025	Sep 19, 2025	SAN FRANCISCO, CA	Firm change

Relationships

Registered with (9)

→ M••••• S••••••Registered adviserregistration: current employment
Sep 19, 2025 to presentfactForm ADV
→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: previous registration
Jun 5, 2017 to Sep 26, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 29, 2016 to Jun 14, 2017factForm ADV
→ W•••• F•••• A•••••••

Dated events

Occurred
Sep 26, 2025
Advisor changed firm
E••• D••••••• left C•••••••• G••••• M•••••• I••• for M••••• S•••••• (registered 2025-09-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:92bc3b65-1b17-5535-d284-6b6fff40a9ba
First observed: Nov 22, 2004
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.