DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner23 years in industry

M••••• K•••• M•••

Advisor at M••••••• W••••• A•••••••• L••

AUSTIN, TX

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Search this name across graphsid dfx:ria:c8832654-daad-9a46-579f-5611184de173

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 20, 2012 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••••••• W••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 10, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 10derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• W••••• A•••••••• L••	Independent wealth	Mar 30, 2016	n/a	yes	AUSTIN, TX	Current employment
R•••••• J•••• • A••••••••• I•••	National bd RIA	Jun 20, 2012	Apr 5, 2016	no	AUSTIN, TX	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• • A••••••••• I•••	M••••••• W••••• A•••••••• L••	Apr 5, 2016	Mar 30, 2016	-6	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
705:282609:TX:2016-03-31	Apr 5, 2016	Mar 30, 2016	AUSTIN, TX	Firm change

Relationships

Registered with (2)

→ M••••••• W••••• A•••••••• L••Registered adviserregistration: current employment
Mar 30, 2016 to presentfactForm ADV
→ R•••••• J•••• • A••••••••• I•••Registered adviserregistration: previous registration
Jun 20, 2012 to Apr 5, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c8832654-daad-9a46-579f-5611184de173
First observed: Jun 20, 2012
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.