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M••••••• E••••• B••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)39 years in industry

M••••••• E••••• B••••••

Advisor at M•••••• A••••• S••••••••• L••

Bloomfield Hills, MI | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:989362ab-d089-78e8-4a92-8e9c259ad902

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:27 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 23, 2010 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•••••• A••••• S••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 9, 1987earliest registration or exam on IAPD
Years in industry: 39derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• A••••• S••••••••• L••	Bd affiliated wealth	Jul 15, 2022	n/a	yes	Bloomfield Hills, MI\|SAN DIEGO, CA	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Aug 31, 2018	Jul 21, 2022	no	Bloomfield Hills, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	M•••••• A••••• S••••••••• L••	Jul 21, 2022	Jul 15, 2022	-6	Firm change	Ibd to ibd
L•• F•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	Sep 27, 2018	Aug 31, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:23224:MI:2022-07-21	Jul 21, 2022	Jul 15, 2022	BLOOMFIELD HILLS, MI	Firm change
6413:134139:MI:2018-09-27	Sep 27, 2018	Aug 31, 2018	BLOOMFIELD HILLS, MI	Firm change

Relationships

Registered with (3)

→ M•••••• A••••• S••••••••• L••Registered adviserregistration: current employment
Jul 15, 2022 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Aug 31, 2018 to Jul 21, 2022factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 23, 2010 to Sep 27, 2018factForm ADV

Dated events

Occurred
Jul 21, 2022
Advisor changed firm
M••••••• E••••• B•••••• left C•••••••• I••••••••• R••••••• A•••••••• I••• for M•••••• A••••• S••••••••• L•• (registered 2022-07-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:989362ab-d089-78e8-4a92-8e9c259ad902
First observed: Apr 23, 2010
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.