M•••••• M•••••

Advisor at A••••••• W••••• A•••••••

Longwood, FL

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Search this name across graphsid dfx:ria:94cb7525-412e-9e0e-b252-456c576f5f98

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 3
On other graphs: 0
Observed: Nov 22, 2005 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: A••••••• W••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 22, 2005earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A••••••• W••••• A•••••••	Bd affiliated wealth	Mar 10, 2026	n/a	yes	Longwood, FL	Current employment
P•••••••• S••••••••• I•••	Bd affiliated wealth	Oct 25, 2023	Mar 16, 2026	no	LONGWOOD, FL\|ORLANDO, FL\|MAITLAND, FL\|ORLANDO, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••••• S••••••••• I•••	A••••••• W••••• A•••••••	Mar 16, 2026	Mar 10, 2026	-6	Firm change	Ibd to ibd
L•• F•••••••• L••	P•••••••• S••••••••• I•••	Aug 1, 2023	Oct 25, 2023

Relationships

Registered with (6)

→ A••••••• W••••• A•••••••Registered adviserregistration: current employment
Mar 10, 2026 to presentfactForm ADV
→ P•••••••• S••••••••• I•••Registered adviserregistration: previous registration
Oct 25, 2023 to Mar 16, 2026factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Oct 24, 2022 to Aug 1, 2023factForm ADV
→ E•••••• A••••••• G••••• L••

Dated events

Occurred
Mar 16, 2026
Advisor changed firm
M•••••• M••••• left P•••••••• S••••••••• I••• for A••••••• W••••• A••••••• (registered 2026-03-10)
Form ADVobserved 7 days ago
Occurred
Aug 1, 2023
Advisor changed firm
M•••••• M••••• left L•• F•••••••• L•• for P•••••••• S••••••••• I••• (registered 2023-10-25)
Form ADVobserved 7 days ago
Occurred
Jun 1, 2022
Advisor changed firm
M•••••• M••••• left E•••••• A••••••• G••••• L•• for L•• F•••••••• L•• (registered 2022-10-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:94cb7525-412e-9e0e-b252-456c576f5f98
First observed: Nov 22, 2005
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.