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•••••• M•••••••••

M••••• S••••••wirehouseWinter Park, Fldual registrantIAPD 2848386

Feed of 09/14/2026

Also filed as M•••••• Kibbey M•••••••••

At current firm

2 y

since Mar 11, 2024

In the industry

14 y

since Apr 23, 2012 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

M••••• S•••••• wirehouse current
since Mar 11, 2024 · Winter Park, Fl
W•••• F•••• A••••••• wirehouse
Jul 19, 2016 to Mar 19, 2024 · Winter Park, Fl
B••••••• I••••••••• A•••••••• L•• state registered
Jul 6, 2015 to Jul 18, 2016 · Winter Park, Fl
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jun 5, 2012 to Jun 19, 2015 · Winter Park, Fl

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to M••••• S••••••
left Mar 19, 2024, registered Mar 11, 2024 (-8 days) · Wirehouse to wirehouse · moved with a team
B••••••• I••••••••• A•••••••• L•• to W•••• F•••• A•••••••
left Jul 18, 2016, registered Jul 19, 2016 (1 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to B••••••• I••••••••• A•••••••• L••
left Jun 19, 2015, registered Jul 6, 2015 (17 days) · Wirehouse to a state-registered adviser

Signals

M•••••• M••••••••• left W•••• F•••• A••••••• for M••••• S•••••• (registered 2024-03-11)
Mar 19, 2024 · 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: Wirehousederived
Years in industry: 14derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address