DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Consultant22 years in industry

M•••••• D•••• A••••••••

Advisor at B••••••••• C•••••• M••••••••• L••

••• Locked

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Search this name across graphsid dfx:ria:a5f52406-7036-8668-3048-1bc1044be9ea

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Mar 19, 2012 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: B••••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 28, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• A•••• M••••••••• L••	Independent wealth	Apr 14, 2021	n/a	yes	PITTSBURGH, PA\|Germantown, MD	Current employment
B••••••••• C•••••• M••••••••• L••	Independent wealth	Mar 14, 2008	n/a	yes	Germantown, MD\|WHEATON, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A•••••••• C•••••• M•••••••••	M•••••••• A•••• M••••••••• L••	Apr 14, 2021	Apr 14, 2021	0	Firm change	RIA to RIA
M•••••••• A•••• M••••••••• L••	A•••••••• C•••••• M•••••••••	Feb 11, 2021	Mar 17, 2021

Relationships

Registered with (3)

→ M•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Oct 20, 2020 to Feb 11, 2021factForm ADV
→ B••••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Mar 14, 2008 to presentfactForm ADV
→ A•••••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Mar 17, 2021 to Apr 14, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a5f52406-7036-8668-3048-1bc1044be9ea
First observed: Mar 19, 2012
Last observed: Sep 15, 2026 7 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.