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C••••• M••••• C•••••• I••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserstate registeredstate registeredRAUM none

C••••• M••••• C•••••• I••

C•••••• M•••••• C•••••, CRD 337475

C••••• CITY, FL

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Search this name across graphsid dfx:ria:9624abfc-3de0-9423-d498-fed8e25b1bf1

Data as of Oct 23, 2025 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 23, 2025 to Oct 23, 2025
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derivedItem 5.D individuals plus high net worth individuals
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 0
High net worth clients: 0
Custody, client assets

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
C•••••• M•••••• C•••••	n/a	C••••• CITY, FL	0	26	1	no
C•••••• C•••••	n/a	C••••• CITY, FL	0	12

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	n/a	0	0	0	1	0

Relationships

Registered with (2)

← C•••••• C•••••Advisorregistration: current employment
Dec 9, 2025 to presentfactForm ADV
← C•••••• M•••••• C•••••Advisorregistration: current employment
Nov 25, 2025 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9624abfc-3de0-9423-d498-fed8e25b1bf1
First observed: Oct 23, 2025
Last observed: Oct 23, 2025 11 months ago
Source families: Federal regulator filings
3 registered feeds 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.