DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

A••• C•••••• A•••••••

Advisor at M•• A••••••• G••••

SARASOTA, FL

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Search this name across graphsid dfx:ria:a4c789dd-c1cc-6723-61fa-12c9ebaeaf91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:51 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 10, 2005 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••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom 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•• A••••••• G••••	Independent wealth	Oct 9, 2018	n/a	yes	SARASOTA, FL	Current employment
A••••••••• F•••••••• S•••••••• L••	National bd RIA	Oct 10, 2005	May 30, 2017	no	PARSIPPANY, NJ\|PARSIPPANY, NJ\|FLORHAM PARK, NJ\|SPARTA, NJ

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• S•••••••• L••	M•• A••••••• G••••	May 30, 2017	Oct 9, 2018	497	Firm change after gap	Ibd to RIA

Team moves

••• Locked

Team	Left	Joined	From	Kind
6363:287933:NJ:2017-05-26	May 30, 2017	Oct 9, 2018	SPARTA, NJ	Firm change after gap

Relationships

Registered with (2)

→ M•• A••••••• G••••Registered adviserregistration: current employment
Oct 9, 2018 to presentfactForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 10, 2005 to May 30, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4c789dd-c1cc-6723-61fa-12c9ebaeaf91
First observed: Oct 10, 2005
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.