DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

M•••• A••• C•••••••••

C••••• I••••••••• A••••••• L••BD affiliatedFairfax, Va dual registrantIAPD 2260119

Feed of 09/15/2026

Also filed as M•••• Letourneau

At current firm

3 y

since Sep 5, 2023

In the industry

30 y

since Oct 10, 1995 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

C••••• I••••••••• A••••••• L•• BD affiliated current
since Sep 5, 2023 · Warrenton, Va
M•• I•••••••• S•••••••• L•• BD affiliated
Feb 16, 2021 to Sep 13, 2023 · Fairfax, Va
T• R••• P•••• A••••••• S•••••••• I••• BD affiliated
Jul 13, 2012 to Jan 11, 2021 · Fairfax, Va
W•••• F•••• A••••••• wirehouse
Jan 5, 2010 to Apr 23, 2012 · Charlotte, Nc
A••••••••• F•••••••• S•••••••• L•• national BD
Sep 18, 2001 to Oct 12, 2009 · Centreville, Va

Moves

a registration end followed by a registration begin elsewhere

M•• I•••••••• S•••••••• L•• to C••••• I••••••••• A••••••• L••
left Sep 13, 2023, registered Sep 5, 2023 (-8 days) · Affiliated broker-dealer or bank to another
T• R••• P•••• A••••••• S•••••••• I••• to M•• I•••••••• S•••••••• L••
left Jan 11, 2021, registered Feb 16, 2021 (36 days) · RIA to affiliated broker-dealer or bank
W•••• F•••• A••••••• to T• R••• P•••• A••••••• S•••••••• I•••
left Apr 23, 2012, registered Jul 13, 2012 (81 days) · Wirehouse to a newly registered adviser (no RAUM reported yet)
A••••••••• F•••••••• S•••••••• L•• to W•••• F•••• A•••••••
left Oct 12, 2009, registered Jan 5, 2010 (85 days) · Affiliated broker-dealer or bank to wirehouse

Signals

M•••• A••• C••••••••• left M•• I•••••••• S•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2023-09-05)
Sep 13, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: Broker-dealer affiliated wealth managerderived
Years in industry: 30derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address