DFX Intelligence

N••• F•••• V••••••: advisor on the ria / wealth management graph | DFX Data Factory

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

N••• F•••• V••••••

Advisor at M••••• P••••• F••••• I•••

LONG BEACH, CA | DUBLIN, OH

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:9aacde18-c96a-450c-ee0c-fc52bd1d8d8d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:28 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 24, 2017 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: M••••• P••••• F••••• I•••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2012earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• P••••• F••••• I•••	Institutional manager	Feb 5, 2019	n/a	yes	LONG BEACH, CA\|DUBLIN, OH	Current employment
M••••• P••••• F••••• I•••	Institutional manager	May 24, 2017	Feb 6, 2018	no	DUBLIN, OH	Previous registration

Relationships

Registered with (1)

→ M••••• P••••• F••••• I•••Registered adviserregistration: previous registration
May 24, 2017 to Feb 6, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9aacde18-c96a-450c-ee0c-fc52bd1d8d8d
First observed: May 24, 2017
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.