M•••••• B•••••

Advisor at C•••••••• G••••• M•••••• I•••

••• Locked

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:aec1be16-2237-a0e4-c1b6-86d0a420c518

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Feb 10, 2006 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: C•••••••• G••••• M•••••• I•••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 28, 1994earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• G••••• M•••••• I•••	Bd affiliated wealth	Mar 26, 2026	n/a	yes	Palm Beach Gardens, FL\|GREENWICH, CT\|WEST PALM BEACH, FL	Current employment
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Jan 9, 2020	Mar 3, 2026	no	JUPITER, FL\|Biltmore Lake, NC\|PALM BEACH, FL\|SAVANNAH, GA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	C•••••••• G••••• M•••••• I•••	Mar 3, 2026	Mar 26, 2026	23	Firm change	Wirehouse to ibd
T••••• A••••••• S•••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 31, 2019

Relationships

Registered with (5)

→ C•••••••• G••••• M•••••• I•••Registered adviserregistration: current employment
Mar 26, 2026 to presentfactForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jan 9, 2020 to Mar 3, 2026factForm ADV
→ T••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
Jan 20, 2017 to Oct 31, 2019factForm ADV
→ B•• M••••• S••••••••• C•••••••••

Dated events

Occurred
Mar 3, 2026
Advisor changed firm
M•••••• B••••• left M•••••• L••••• P•••••• F••••• • S•••• I••••••••• for C•••••••• G••••• M•••••• I••• (registered 2026-03-26)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:aec1be16-2237-a0e4-c1b6-86d0a420c518
First observed: Feb 10, 2006
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.