DFX Intelligence

N••••• A•••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst26 years in industry

N••••• A•••• P••••

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

Dallas, TX | PORTLAND, OR

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Search this name across graphsid dfx:ria:f1348d80-7d13-5d95-cd34-a5717b5ba9e0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:03 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 26, 2007 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• F•••••••• A•••• M••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 23, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M• F•••••••• A•••• M••••••••• I•••	Independent wealth	Nov 2, 2023	n/a	yes	PORTLAND, OR\|Dallas, TX	Current employment
M• H••••••• S••••••••• I•••	Bd affiliated wealth	Sep 27, 2023	n/a	yes	Dallas, TX	Current employment

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••• I•••••••••	M• H••••••• S••••••••• I•••	Aug 22, 2023	Sep 27, 2023	36	Firm change	RIA to ibd
B•••••••• I••••••••• M••••••••• L••	F••••• I•••••••••	Jan 13, 2021	Aug 16, 2021

Relationships

Registered with (4)

→ M• F•••••••• A•••• M••••••••• I•••Registered adviserregistration: current employment
Nov 2, 2023 to presentfactForm ADV
→ M• H••••••• S••••••••• I•••Registered adviserregistration: current employment
Sep 27, 2023 to presentfactForm ADV
→ F••••• I•••••••••Registered adviserregistration: previous registration
Aug 16, 2021 to Aug 22, 2023factForm ADV
→ B•••••••• I••••••••• M••••••••• L••

Dated events

Occurred
Aug 22, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f1348d80-7d13-5d95-cd34-a5717b5ba9e0
First observed: Sep 26, 2007
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.