C••••••• E•••

Advisor at M•••• A•••• M••••••••• I•••

SAN DIEGO, 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:e4b4bff6-40ef-d170-9360-2932060f5d42

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:07 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Sep 28, 2009 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•••• A•••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 24, 2009earliest 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: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• A•••• M••••••••• I•••	Independent wealth	Mar 8, 2018	n/a	yes	SAN DIEGO, CA	Current employment
S•••••• C•••••• A••••••• L••	Bd affiliated wealth	Dec 4, 2015	Sep 29, 2017	no	San Diego, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• C•••••• A••••••• L••	M•••• A•••• M••••••••• I•••	Sep 29, 2017	Mar 8, 2018	160	Firm change	Other
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	S•••••• C•••••• A••••••• L••	Dec 7, 2015	Dec 4, 2015

Team moves

••• Locked

Team	Left	Joined	From	Kind
7691:157299:CA:2015-12-07	Dec 7, 2015	Dec 4, 2015	SAN DIEGO, CA	Firm change

Relationships

Registered with (6)

→ M•••• A•••• M••••••••• I•••Registered adviserregistration: current employment
Mar 8, 2018 to presentfactForm ADV
→ S•••••• C•••••• A••••••• L••Registered adviserregistration: previous registration
Dec 4, 2015 to Sep 29, 2017factForm ADV
→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: previous registration
Apr 14, 2015 to Dec 7, 2015factForm ADV
→ R•• C•••••• M••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e4b4bff6-40ef-d170-9360-2932060f5d42
First observed: Sep 28, 2009
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.