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•••••••• M••••••••

C••••• I••••••••• A••••••• L••BD affiliatedFort Lauderdale, Fldual registrantIAPD 2803338

Feed of 09/14/2026

Also filed as M••• A•••••••• Martdrell

At current firm

0 y

since May 11, 2026

In the industry

29 y

since Apr 22, 1997 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S65

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 May 11, 2026 · Fort Lauderdale, Fl
L•• F•••••••• L•• BD affiliated
Mar 9, 2023 to Dec 16, 2025 · West Palm Beach, Fl
T••••• A••••••• S•••••••• I••• BD affiliated
Mar 2, 2021 to Nov 1, 2022 · Atlanta, Ga
B••• S••••••••• L•• former
Jun 27, 2018 to Mar 2, 2021 · Charlotte, Nc
E••••••• W••••• M••••••••• former
Sep 12, 2011 to Sep 7, 2017 · Ft. Lauderdale, Fl
C•••••• S••••• • C••• I••• national BD
Aug 25, 2005 to Sep 14, 2010 · Plantation, Fl
W•••• F•••• A••••••• wirehouse
Mar 15, 2005 to Aug 15, 2005 · Fort Lauderdale, Fl

Moves

a registration end followed by a registration begin elsewhere

L•• F•••••••• L•• to C••••• I••••••••• A••••••• L••
left Dec 16, 2025, registered May 11, 2026 (146 days) · Affiliated broker-dealer or bank to another · moved with a team
T••••• A••••••• S•••••••• I••• to L•• F•••••••• L••
left Nov 1, 2022, registered Mar 9, 2023 (128 days) · Affiliated broker-dealer or bank to independent RIA
B••• S••••••••• L•• to T••••• A••••••• S•••••••• I•••
left Mar 2, 2021, registered Mar 2, 2021 (0 days) · corporate re-registration, not a move
E••••••• W••••• M••••••••• to B••• S••••••••• L••
left Sep 7, 2017, registered Jun 27, 2018 (293 days) · Other
C•••••• S••••• • C••• I••• to E••••••• W••••• M•••••••••
left Sep 14, 2010, registered Sep 12, 2011 (363 days) · Other
W•••• F•••• A••••••• to C•••••• S••••• • C••• I•••
left Aug 15, 2005, registered Aug 25, 2005 (10 days) · Wirehouse to affiliated broker-dealer or bank

Signals

M••• A•••••••• M•••••••• left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2026-05-11)
Dec 16, 2025 · Advisor changed firm · fact
M••• A•••••••• M•••••••• left T••••• A••••••• S•••••••• I••• for L•• F•••••••• L•• (registered 2023-03-09)
Nov 1, 2022 · 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: 29derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address