DFX Intelligence

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

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RIA / WealthAdvisor11 years in industry

C••••••••• M• M••••

Advisor at C•••••••• A•••••••• L••

EAGLE, ID | Tampa, FL

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Search this name across graphsid dfx:ria:ce6b5ab1-9db5-dd07-1521-c7ca545b0757

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 15, 2018 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: C•••••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••• A•••••••• L••	Independent wealth	Nov 18, 2022	n/a	yes	Tampa, FL\|EAGLE, ID	Current employment
K•••• M•••••••••	Former SEC adviser	Oct 1, 2020	Nov 22, 2022	no	Tampa, FL\|PONTE VEDRA BEACH, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K•••• M•••••••••	C•••••••• A•••••••• L••	Nov 22, 2022	Nov 18, 2022	-4	Firm change	Ibd to RIA
B••••••••• F••••••••	K•••• M•••••••••	Oct 19, 2020	Oct 1, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
133025:283155:FL:2022-11-22	Nov 22, 2022	Nov 18, 2022	PONTE VEDRA BEACH, FL	Firm change

Relationships

Registered with (3)

→ C•••••••• A•••••••• L••Registered adviserregistration: current employment
Nov 18, 2022 to presentfactForm ADV
→ K•••• M•••••••••Registered adviserregistration: previous registration
Oct 1, 2020 to Nov 22, 2022factForm ADV
→ B••••••••• F••••••••Registered adviserregistration: previous registration
Mar 15, 2018 to Oct 19, 2020factForm ADV

Dated events

Occurred
Nov 22, 2022
Advisor changed firm
C••••••••• M• M•••• left K•••• M••••••••• for C•••••••• A•••••••• L•• (registered 2022-11-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:ce6b5ab1-9db5-dd07-1521-c7ca545b0757
First observed: Mar 15, 2018
Last observed: Sep 14, 2026 8 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.