DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)39 years in industry

M••• A••• L•••••••

Advisor at A•••• C•••••• C••••

Dallas, TX | DALLAS, TX

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Search this name across graphsid dfx:ria:9518bc36-01f1-a327-af7d-47381b600f83

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:56 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jul 21, 1987 to Sep 15, 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•••• C•••••• C••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jul 17, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A•••• C•••••• C••••	Bd affiliated wealth	Apr 18, 2024	n/a	yes	Dallas, TX\|DALLAS, TX	Current employment
B• R•••• W••••• A•••••••• I•••	Bd affiliated wealth	Jul 28, 2022	Apr 12, 2024	no	Miami, FL\|Dallas,, TX\|Dallas, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B• R•••• W••••• A•••••••• I•••	A•••• C•••••• C••••	Apr 12, 2024	Apr 18, 2024	6	Firm change	Ibd to ibd
B• R•••• W••••• M•••••••••	B• R•••• W••••• A•••••••• I•••	Dec 31, 2022	Jul 28, 2022

Relationships

Registered with (5)

→ A•••• C•••••• C••••Registered adviserregistration: current employment
Apr 18, 2024 to presentfactForm ADV
→ B• R•••• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 28, 2022 to Apr 12, 2024factForm ADV
→ B• R•••• W••••• M•••••••••Registered adviserregistration: previous registration
Apr 21, 2021 to Dec 31, 2022factForm ADV
→ M••••• S••••••

Dated events

Occurred
Apr 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9518bc36-01f1-a327-af7d-47381b600f83
First observed: Jul 21, 1987
Last observed: Sep 15, 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.