DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant16 years in industry

C• G•••••• M••••

Advisor at M•••• F•••••••• M••••••••• I•••

BRADENTON, FL

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Search this name across graphsid dfx:ria:db458fe5-4572-62fa-0937-0b98315f4af5

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Feb 23, 2015 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•••• F•••••••• M••••••••• I•••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 1, 2010earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• F•••••••• M••••••••• I•••	State registered	Oct 20, 2017	n/a	yes	BRADENTON, FL	Current employment
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	Former SEC adviser	Feb 23, 2015	Nov 1, 2017	no	Bradenton, FL\|Lakewood Ranch, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••	M•••• F•••••••• M••••••••• I•••	Nov 1, 2017	Oct 20, 2017	-12	Firm change	Other

Relationships

Registered with (2)

→ M•••• F•••••••• M••••••••• I•••Registered adviserregistration: current employment
Oct 20, 2017 to presentfactForm ADV
→ N••••••• P••••••• C••••••••• •••• O• A••••••• I• F• • N••Registered adviserregistration: previous registration
Feb 23, 2015 to Nov 1, 2017factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:db458fe5-4572-62fa-0937-0b98315f4af5
First observed: Feb 23, 2015
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.