DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)26 years in industry

M•••••• C••• S•••••

Advisor at M••••• S••••••

Scottsdale, AZ | Park City, UT

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Search this name across graphsid dfx:ria:cbe7cf5d-d37d-45d7-01c1-f339138cadb8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Feb 20, 2002 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••••• S••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jul 29, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• S••••••	Wirehouse	Jun 25, 2015	n/a	yes	Scottsdale, AZ\|Park City, UT	Current employment
R••••• W• B•••• • C•• I•••••••••	Mixed wealth	Sep 24, 2008	Jun 22, 2015	no	SCOTTSDALE, AZ	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• W• B•••• • C•• I•••••••••	M••••• S••••••	Jun 22, 2015	Jun 25, 2015	3	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	R••••• W• B•••• • C•• I•••••••••	Sep 22, 2008	Sep 24, 2008

Relationships

Registered with (3)

→ M••••• S••••••Registered adviserregistration: current employment
Jun 25, 2015 to presentfactForm ADV
→ R••••• W• B•••• • C•• I•••••••••Registered adviserregistration: previous registration
Sep 24, 2008 to Jun 22, 2015factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Feb 20, 2002 to Sep 22, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cbe7cf5d-d37d-45d7-01c1-f339138cadb8
First observed: Feb 20, 2002
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.