DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

D••••• G••••• M•••••••••

Advisor at M••••••••• B•••••• L••

ITHACA, NY | Windermere, FL

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Search this name across graphsid dfx:ria:c1e2fa79-3434-8153-ed4b-d956a24eca71

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Dec 20, 2011 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••••••••• B•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 21, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• B•••••• L••	Independent wealth	Feb 11, 2019	n/a	yes	Windermere, FL\|ITHACA, NY	Current employment
M••••••••• B•••••• L••	Independent wealth	Jan 6, 2017	Dec 31, 2018	no	ITHACA, NY	Previous registration

Relationships

Registered with (1)

→ M••••••••• B•••••• L••Registered adviserregistration: previous registration
Jan 6, 2017 to Dec 31, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c1e2fa79-3434-8153-ed4b-d956a24eca71
First observed: Dec 20, 2011
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.