D•••• L•• R•••

Advisor at A••••••• C•••••• M••••••••• L••

RIDGEWOOD, NJ | Reno, NV

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:c4cef3ed-52a2-780c-6c93-f7084045a379

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:48 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Jun 26, 2002 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: A••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 3, 1993earliest registration or exam on IAPD
Years in industry: 32derivedfrom 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
A••••••• C•••••• M••••••••• L••	Independent wealth	Sep 12, 2025	n/a	yes	RIDGEWOOD, NJ\|Reno, NV	Current employment
B••••••• C•••••• M••••••••• L••	n/a	Apr 29, 2004	Aug 5, 2008	no	SAN FRANCISCO, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••••••• C•••••• M••••••••• L••	A••••••• C•••••• M••••••••• L••	Aug 5, 2008	Sep 12, 2025	6,247	Firm change after gap	Other
F•• A•••••••• I•••	B••••••• C•••••• M••••••••• L••	Jun 12, 2003	Apr 29, 2004

Relationships

Registered with (3)

→ A••••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Sep 12, 2025 to presentfactForm ADV
→ B••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Apr 29, 2004 to Aug 5, 2008factForm ADV
→ F•• A•••••••• I•••Registered adviserregistration: previous registration
Jun 26, 2002 to Jun 12, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c4cef3ed-52a2-780c-6c93-f7084045a379
First observed: Jun 26, 2002
Last observed: Sep 14, 2026 9 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.