A••••• Q•••••••

Advisor at M• C•••••• M••••••••• I•••

BETHESDA, MD

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Search this name across graphsid dfx:ria:e65a70ee-f43e-931d-fff0-6a05c9329a4f

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Sep 12, 2000 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•••••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 1995earliest registration or exam on IAPD
Years in industry: 31derivedfrom the industry start date
Years at current firm: 20derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M• C•••••• M••••••••• I•••	Independent wealth	Feb 2, 2006	n/a	yes	BETHESDA, MD	Current employment
G• F•••••••• A•••••••• I•••	n/a	Sep 12, 2000	Dec 31, 2003	no	BETHESDA, MD

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• A•••••••• I•••	M• C•••••• M••••••••• I•••	Apr 13, 2006	Feb 2, 2006	-70	Firm change after gap	Other
G• F•••••••• A•••••••• I•••	J••• A•••••••• I•••	Dec 31, 2003	Sep 12, 2000

Relationships

Registered with (3)

→ M• C•••••• M••••••••• I•••Registered adviserregistration: current employment
Feb 2, 2006 to presentfactForm ADV
→ J••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 12, 2000 to Apr 13, 2006factForm ADV
→ G• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 12, 2000 to Dec 31, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e65a70ee-f43e-931d-fff0-6a05c9329a4f
First observed: Sep 12, 2000
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.