DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst33 years in industry

C••••••••• G•• M•••••

Advisor at M••••• C•••••• A•••••••• L••

COLLEGE STATION, TX | College Station, TX

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Search this name across graphsid dfx:ria:e3ca4317-de20-c90c-41f5-0a7b1883d793

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jun 8, 1993 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•••••• A•••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 8, 1993earliest registration or exam on IAPD
Years in industry: 33derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• C•••••• A•••••••• L••	Independent wealth	Jun 23, 2021	n/a	yes	College Station, TX	Current employment
C•• I••••••••• M•••••••••	State registered	Mar 5, 2015	n/a	yes	COLLEGE STATION, TX	Current employment

Relationships

Registered with (2)

→ M••••• C•••••• A•••••••• L••Registered adviserregistration: current employment
Jun 23, 2021 to presentfactForm ADV
→ C•• I••••••••• M•••••••••Registered adviserregistration: current employment
Mar 5, 2015 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3ca4317-de20-c90c-41f5-0a7b1883d793
First observed: Jun 8, 1993
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.