DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

M•••••• P•••••• V•••

Advisor at C•••••••

Jupiter, FL

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Search this name across graphsid dfx:ria:deb2e8c9-bc89-ebb0-2b97-0465c09a995a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 31, 2011 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•••••••
Current firm class: institutional managerderived
Book size: not public••• Locked
Industry start: Apr 8, 1991earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••••••	Institutional manager	Feb 26, 2021	n/a	yes	Jupiter, FL	Current employment
C•••••• R••••••••• G••••	Former SEC adviser	Oct 31, 2011	May 18, 2021	no	WELLESLEY, MA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• R••••••••• G••••	C•••••••	May 18, 2021	Feb 26, 2021	-81	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
140614:175112:MA:2021-05-18	May 18, 2021	Feb 26, 2021	WELLESLEY, MA	Firm change after gap

Relationships

Registered with (2)

→ C•••••••Registered adviserregistration: current employment
Feb 26, 2021 to presentfactForm ADV
→ C•••••• R••••••••• G••••Registered adviserregistration: previous registration
Oct 31, 2011 to May 18, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:deb2e8c9-bc89-ebb0-2b97-0465c09a995a
First observed: Oct 31, 2011
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.