DFX Intelligence

D•••• R••• D•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor17 years in industry

D•••• R••• D•••••

Advisor at M••••• P•••••• W•••••

LONDON

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Search this name across graphsid dfx:ria:b33017a7-09a2-15c1-7957-9b812f80e157

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 24, 2010 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••••• P•••••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 1, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 13derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• P•••••• W•••••	Independent wealth	Jan 16, 2013	n/a	yes	London	Current employment
M••••• P•••••• W•••••	Independent wealth	Sep 24, 2010	Dec 18, 2012	no	n/a	Previous registration

Relationships

Registered with (1)

→ M••••• P•••••• W•••••Registered adviserregistration: previous registration
Sep 24, 2010 to Dec 18, 2012factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b33017a7-09a2-15c1-7957-9b812f80e157
First observed: Sep 24, 2010
Last observed: Sep 14, 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.