DFX Intelligence

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

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RIA / WealthAdvisor42 years in industry

B•••• A•••••••• P••••

Advisor at M••• A•••• M••••••••• L••

MCLEAN, VA | NEW YORK, NY

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:10 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Dec 20, 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••• A•••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 6, 1984earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• A•••• M••••••••• L••	Independent wealth	Feb 22, 2023	n/a	yes	MCLEAN, VA\|NEW YORK, NY	Current employment
N•••••••• • A••••••••• I••	Independent wealth	Feb 3, 2016	Feb 17, 2023	no	New York, NY\|RENO, NV

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••••• • A••••••••• I••	M••• A•••• M••••••••• L••	Feb 17, 2023	Feb 22, 2023	5	Firm change	RIA to RIA
A•••••••• P•••• C•••••••••	N•••••••• • A••••••••• I••	Feb 22, 2016	Feb 3, 2016

Relationships

Registered with (3)

→ M••• A•••• M••••••••• L••Registered adviserregistration: current employment
Feb 22, 2023 to presentfactForm ADV
→ N•••••••• • A••••••••• I••Registered adviserregistration: previous registration
Feb 3, 2016 to Feb 17, 2023factForm ADV
→ A•••••••• P•••• C•••••••••Registered adviserregistration: previous registration
Dec 20, 2000 to Feb 22, 2016factForm ADV

Dated events

Order

Occurred
17 Feb 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Dec 20, 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.