DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor13 years in industry

C•••••••• A••• N•••••

Advisor at M••• C••••••

DELAWARE, OH | ANNAPOLIS, MD

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:b1944b1f-f06b-44b8-6110-04eede4ad46e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:15 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 30, 2023 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••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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••• C••••••	Independent wealth	Jun 16, 2026	n/a	yes	DELAWARE, OH\|ANNAPOLIS, MD	Current employment
G••••• R•••••• R••••••••• L••	Independent wealth	Jan 7, 2025	Jun 22, 2026	no	DUBLIN, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
G••••• R•••••• R••••••••• L••	M••• C••••••	Jun 22, 2026	Jun 16, 2026	-6	Firm change	RIA to RIA

Relationships

Registered with (2)

→ M••• C••••••Registered adviserregistration: current employment
Jun 16, 2026 to presentfactForm ADV
→ G••••• R•••••• R••••••••• L••Registered adviserregistration: previous registration
Jan 7, 2025 to Jun 22, 2026factForm ADV

Dated events

Occurred
Jun 22, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b1944b1f-f06b-44b8-6110-04eede4ad46e
First observed: Aug 30, 2023
Last observed: Sep 15, 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.