I•••• R••••••

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

NEW YORK, NY

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:afbee87a-d8d7-e2a7-d2c9-80cab782aae6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:10 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Aug 7, 2017 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••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• C•••••• M••••••••• L••	Independent wealth	Aug 11, 2025	n/a	yes	NEW YORK, NY	Current employment
M••••• C•••••• M••••••••• L••	Independent wealth	Mar 8, 2025	May 5, 2025	no	BEVERLY HILLS, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• P•••••• W••••• A••••••• L••	M••••• C•••••• M••••••••• L••	Oct 9, 2023	Feb 20, 2024	134	Firm change	Ibd to new firm
M••••• S••••••	J••• M••••• P•••••• W••••• A••••••• L••	Apr 14, 2021	Mar 26, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
149777:108559:CA:2021-04-14	Apr 14, 2021	Mar 26, 2021	SHERMAN OAKS, CA	Firm change
7691:79:CA:2018-07-10	Jul 10, 2018	Jul 13, 2018	LOS ANGELES, CA	Firm change

Relationships

Registered with (6)

→ M••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Mar 8, 2025 to May 5, 2025factForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••Registered adviserregistration: previous registration
Mar 26, 2021 to Oct 9, 2023factForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Aug 30, 2019 to Apr 14, 2021factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Oct 9, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:afbee87a-d8d7-e2a7-d2c9-80cab782aae6
First observed: Aug 7, 2017
Last observed: Sep 14, 2026 9 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.