DFX Intelligence

A••• L• V•••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant21 years in industry

A••• L• V•••

Advisor at M•••••••• W••••• M••••••••• • I••••••••• L••

Honolulu, HI

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Search this name across graphsid dfx:ria:f6fab054-d703-f78e-4475-6472b573efd7

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:20 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 1, 2004 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•••••••• W••••• M••••••••• • I••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 1, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••••• W••••• M••••••••• • I••••••••• L••	State registered	Apr 30, 2025	n/a	yes	Honolulu, HI	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Feb 28, 2020	Nov 4, 2021	no	Honolulu, HI\|Honolulu, HI\|Honolulu, HI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	M•••••••• W••••• M••••••••• • I••••••••• L••	Nov 4, 2021	Apr 30, 2025	1,273	Firm change after gap	Ibd to state RIA
A••••••••• F•••••••• S•••••••• L••	C•••••••• I••••••••• R••••••• A•••••••• I•••	May 25, 2005

Relationships

Registered with (3)

→ M•••••••• W••••• M••••••••• • I••••••••• L••Registered adviserregistration: current employment
Apr 30, 2025 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Feb 28, 2020 to Nov 4, 2021factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Nov 1, 2004 to May 25, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:f6fab054-d703-f78e-4475-6472b573efd7
First observed: Nov 1, 2004
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.