DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)36 years in industry

N•• M••••• E•••••

Advisor at M• E• A•••••• • C••• I•••

SAN ANTONIO, TX

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Search this name across graphsid dfx:ria:c900f368-0c96-9414-feb8-93faed5739c8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 11, 2004 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• E• A•••••• • C••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 11, 1990earliest registration or exam on IAPD
Years in industry: 36derivedfrom 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• E• A•••••• • C••• I•••	Independent wealth	Sep 28, 2015	n/a	yes	SAN ANTONIO, TX\|SAN ANTONIO, TX\|SAN ANTONIO, TX	Current employment
H•••••• S••••••••• I•••	Bd affiliated wealth	Oct 11, 2004	Oct 28, 2015	no	SAN ANTONIO, TX\|SAN ANTONIO, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H•••••• S••••••••• I•••	M• E• A•••••• • C••• I•••	Oct 28, 2015	Sep 28, 2015	-30	Firm change	Other

Relationships

Registered with (2)

→ M• E• A•••••• • C••• I•••Registered adviserregistration: current employment
Sep 28, 2015 to presentfactForm ADV
→ H•••••• S••••••••• I•••Registered adviserregistration: previous registration
Oct 11, 2004 to Oct 28, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c900f368-0c96-9414-feb8-93faed5739c8
First observed: Oct 11, 2004
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.