B•••• A•• A••••

Advisor at M••••••• F•••••••• S••••••••• L••

STAFFORD, TX

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:9921cd53-0f2c-b116-78c4-837c0762fd31

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 9, 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••••••• F•••••••• S••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 25, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom 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
M••••••• F•••••••• S••••••••• L••	State registered	Jan 19, 2024	n/a	yes	STAFFORD, TX	Current employment
M••••••• F•••••••• S••••••••• L••	State registered	Nov 10, 2021	Dec 31, 2023	no	Stafford, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	M••••••• F•••••••• S••••••••• L••	Jun 28, 2021	Nov 10, 2021	135	Firm change	Ibd to state RIA
R•••• I••••••••• A••••••• L••	A• W••••• M••••••••• L••	Jun 28, 2018	Dec 13, 2018

Relationships

Registered with (4)

→ M••••••• F•••••••• S••••••••• L••Registered adviserregistration: previous registration
Nov 10, 2021 to Dec 31, 2023factForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 13, 2018 to Jun 28, 2021factForm ADV
→ R•••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Jun 19, 2017 to Jun 28, 2018factForm ADV
→ P••••••••• S••••••••• C•••••••••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9921cd53-0f2c-b116-78c4-837c0762fd31
First observed: Mar 9, 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.