V••••• V•••

Advisor at M•••••• A•••••••• L••

Gardina, CA | SAN FRANCISCO, CA

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:abfb1b62-f610-dd27-487f-eda97f83bd70

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: May 30, 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: M•••••• A•••••••• L••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Oct 1, 2007earliest registration or exam on IAPD
Years in industry: 18derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• A•••••••• L••	Other adviser	Apr 3, 2026	n/a	yes	Gardina, CA\|SAN FRANCISCO, CA	Current employment
C••••• A•••••• N••••••• L••	Former SEC adviser	May 4, 2018	May 28, 2021	no	EL SEGUNDO, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• A•••••• N••••••• L••	M•••••• A•••••••• L••	May 28, 2021	Apr 3, 2026	1,771	Firm change after gap	Other
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	C••••• A•••••• N••••••• L••	Feb 13, 2018	May 4, 2018

Relationships

Registered with (3)

→ M•••••• A•••••••• L••Registered adviserregistration: current employment
Apr 3, 2026 to presentfactForm ADV
→ C••••• A•••••• N••••••• L••Registered adviserregistration: previous registration
May 4, 2018 to May 28, 2021factForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Registered adviserregistration: previous registration
May 30, 2012 to Feb 13, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:abfb1b62-f610-dd27-487f-eda97f83bd70
First observed: May 30, 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.