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B•••• D•••••• B••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Consultant23 years in industry

B•••• D•••••• B••••

Advisor at M•••••• A••••• S••••••••• L••

San Diego, CA | SAN DIEGO, CA

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Search this name across graphsid dfx:ria:e3680c8b-20f8-dc86-9723-4a10701cf3b0

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

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 26, 2013 to Sep 15, 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•••••• A••••• S••••••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
A• W••••• M••••••••• L••	Bd affiliated wealth	Jul 24, 2026	n/a	yes	San Diego, CA	Current employment
M•••••• A••••• S••••••••• L••	Bd affiliated wealth	Jun 11, 2020	n/a	yes	San Diego, CA\|SAN DIEGO, CA	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••• A••••••• A•• F•••••••• S•••••••• L••	M•••••• A••••• S••••••••• L••	Dec 16, 2015	Jun 11, 2020	1,639	Firm change after gap	Other

Relationships

Registered with (3)

→ A• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 24, 2026 to presentfactForm ADV
→ M•••••• A••••• S••••••••• L••Registered adviserregistration: current employment
Jun 11, 2020 to presentfactForm ADV
→ O••••••• A••••••• A•• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Aug 26, 2013 to Dec 16, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3680c8b-20f8-dc86-9723-4a10701cf3b0
First observed: Aug 26, 2013
Last observed: Sep 15, 2026 7 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.