D••••• R•••••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• 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:b51de58f-4afd-6534-f34c-c3628f271c81

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jun 6, 2012 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•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Feb 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Aug 7, 2025	n/a	yes	PALM BEACH, FL\|McKinney , TX\|Jupiter , FL	Current employment
H••••• R••••••• • A•••••••••	n/a	Dec 2, 2013	Jul 14, 2025	no	MCKINNEY, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••• R••••••• • A•••••••••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Jul 14, 2025	Aug 7, 2025	24	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	H••••• R••••••• • A•••••••••	Aug 23, 2013	Dec 2, 2013

Relationships

Registered with (2)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Jun 6, 2012 to Aug 23, 2013factForm ADV
→ H••••• R••••••• • A•••••••••Registered adviserregistration: previous registration
Dec 2, 2013 to Jul 14, 2025factForm ADV

Dated events

Occurred
Jul 14, 2025
Advisor changed firm
D••••• R••••••• left H••••• R••••••• • A••••••••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2025-08-07)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b51de58f-4afd-6534-f34c-c3628f271c81
First observed: Jun 6, 2012
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.