DFX Intelligence
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Registered advisor
M••••••• D•••• G••••••••
Certified Financial Planner · Chartered Financial Analyst
Feed of 09/14/2026
Also filed as D•••• M••••••• T••••
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Advisor profile
- ••• Lockedreportedadviserinfo.sec.govForm ADV Item 1.I, Sep 14, 2026
At current firm
1 y
since Jun 13, 2025
In the industry
28 y
since Nov 13, 1997 (earliest exam, job or registration)
Prior registered firms
2
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- K••••••• W••••• S••••••••• L•• state registered currentsince Jun 13, 2025 · Oakland P•••, Fl
- M•••••••• A••••••• S•••••••• L•• unclassifiedMay 20, 2005 to Dec 31, 2009 · Washington, Dc
- P••• A••••• S••••••••• L•• BD affiliatedMay 26, 2004 to Mar 30, 2005 · Fairfax, Va
Moves
a registration end followed by a registration begin elsewhere
- M•••••••• A••••••• S•••••••• L•• to K••••••• W••••• S••••••••• L••left Dec 31, 2009, registered Jun 13, 2025 (5643 days) · Other
- P••• A••••• S••••••••• L•• to M•••••••• A••••••• S•••••••• L••left Mar 30, 2005, registered May 20, 2005 (51 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address