DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

M•••••• E•••••• S•••

Advisor at M•• C•••••• M••••••••• L••

LOS ANGELES, CA | NEW YORK, NY

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:d1dfe62f-d293-886a-3964-cf1f56b0ef80

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:41 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Apr 23, 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: M•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C•••••• M••••••••• L••	Independent wealth	Feb 17, 2026	n/a	yes	NEW YORK, NY\|LOS ANGELES, CA	Current employment
E•••• A•••••••	Independent wealth	Nov 28, 2023	Sep 4, 2026	no	LOS ANGELES, CA\|New York, NY\|LOS ANGELES, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
E•••• A•••••••	M•• C•••••• M••••••••• L••	Sep 4, 2026	Feb 17, 2026	-199	Bulk transfer	RIA to RIA
I•••••••• A•••••••• L••	E•••• A•••••••	Aug 15, 2023	Nov 28, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
321698:300856:CA:2023-08-15	Aug 15, 2023	Nov 28, 2023	LOS ANGELES, CA	Firm change

Relationships

Registered with (4)

→ M•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Feb 17, 2026 to presentfactForm ADV
→ E•••• A•••••••Registered adviserregistration: previous registration
Nov 28, 2023 to Sep 4, 2026factForm ADV
→ I•••••••• A•••••••• L••Registered adviserregistration: previous registration
Feb 8, 2023 to Aug 15, 2023factForm ADV
→ J••• M••••• P•••••• W••••• A••••••• L••

Dated events

Occurred
Aug 15, 2023
Advisor changed firm
M•••••• E•••••• S••• left I•••••••• A•••••••• L•• for E•••• A••••••• (registered 2023-11-28)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d1dfe62f-d293-886a-3964-cf1f56b0ef80
First observed: Apr 23, 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.