DFX Intelligence

M••••• W•••••• C•••••: registered adviser 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 / WealthRegistered adviserstate registeredstate registeredRAUM none

M••••• W•••••• C•••••

M••••• S•••• W•••••, CRD 125834

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:b29dfdc7-4bb8-f996-6244-9f7f71f37aff

Data as of Mar 9, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 1
Dated events: 0
On other graphs: 0
Observed: Mar 9, 2026 to Mar 9, 2026
1 observations

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

Firm class: state registeredderivedon the IAPD state feed, not SEC-registered
Private client RAUM: $0derived••• Locked
Employees: 1
Advisory employees: 1
Offices: 0Schedule D 1.F, beyond the principal office
Individual clients: 4
High net worth clients: 2
CRD: 125834

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
M••••• S•••• W•••••	Certified Financial Planner	BOCA RATON, FL	4	33	1	yes

Relationships

Registered with (1)

← M••••• S•••• W•••••Advisorregistration: current employment
Oct 29, 2021 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b29dfdc7-4bb8-f996-6244-9f7f71f37aff
First observed: Mar 9, 2026
Last observed: Mar 9, 2026 6 months ago
Source families: Federal regulator filings
3 registered feeds 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.