M••• C•••••••

Advisor at F••••••

SAN FRANCISCO, CA | Santa Monica, CA

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:d2722c5a-a943-abc3-0947-41dc53b47dd5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Mar 3, 2014 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: F••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2010earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F••••••	Independent wealth	Sep 10, 2026	n/a	yes	SAN FRANCISCO, CA\|Santa Monica, CA	Current employment
F••• O••••• A•••••••	Independent wealth	Apr 23, 2020	Sep 11, 2026	no	SANTA MONICA, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••• O••••• A•••••••	F••••••	Sep 11, 2026	Sep 10, 2026	-1	Firm change	RIA to RIA
T•• W••••• A•••••••• I•••	F••• O••••• A•••••••	Jun 24, 2020	Apr 23, 2020

Relationships

Registered with (3)

→ F••••••Registered adviserregistration: current employment
Sep 10, 2026 to presentfactForm ADV
→ F••• O••••• A•••••••Registered adviserregistration: previous registration
Apr 23, 2020 to Sep 11, 2026factForm ADV
→ T•• W••••• A•••••••• I•••Registered adviserregistration: previous registration
Mar 3, 2014 to Jun 24, 2020factForm ADV

Dated events

Occurred
Sep 11, 2026
Advisor changed firm
M••• C••••••• left F••• O••••• A••••••• for Farther (registered 2026-09-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d2722c5a-a943-abc3-0947-41dc53b47dd5
First observed: Mar 3, 2014
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.