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••••• W•••••independent RIALa Jolla, CaIA-onlyIAPD 3188329

Certified Financial Planner

Feed of 09/14/2026

Also filed as M•••••• C••••••

At current firm

4 y

since Jan 10, 2022

In the industry

27 y

since Mar 16, 1999 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Professional profile

what the firm itself publishes, with the page it was read from

Title: Senior Wealth Advisorreportedcanterwealth.comfirm site, Sep 15, 2026
Designations: CFPreportedcanterwealth.comas printed on the bio page, Sep 16, 2026
Years, as the firm states: 20reportedcanterwealth.com“With over 20 years of experience, Michael brings extensive”
Professional profile: canterwealth.com/michael-canzonereportedcanterwealth.comfirm site, Sep 15, 2026

Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.

Registration history

IAPD current and previous registrations

C••••• W••••• independent RIA current
since Jan 10, 2022 · La Jolla, Ca
N••••••• A••••••• L•• independent RIA
Dec 21, 2017 to Feb 22, 2018 · La Jolla, Ca
A••••••••• F•••••••• S•••••••• L•• national BD
Nov 15, 2011 to Jan 11, 2018 · San Diego, Ca
S•••••••• A••••••• L•• national BD
May 24, 2005 to Dec 9, 2011 · San Diego, Ca
C••• F•••••••• S•••••••• L••• former
Dec 2, 2004 to Jun 15, 2005 · San Diego, Ca
W•••• F•••• A••••••• wirehouse
Jul 1, 2003 to Dec 9, 2004 · La Jolla, Ca
P••••••••• E••••• G••••• L•• unclassified
Nov 8, 2001 to Jul 1, 2003 · La Jolla, Ca

Moves

a registration end followed by a registration begin elsewhere

N••••••• A••••••• L•• to C••••• W•••••
left Feb 22, 2018, registered Jan 10, 2022 (1418 days) · Other
A••••••••• F•••••••• S•••••••• L•• to N••••••• A••••••• L••
left Jan 11, 2018, registered Dec 21, 2017 (-21 days) · Other
S•••••••• A••••••• L•• to A••••••••• F•••••••• S•••••••• L••
left Dec 9, 2011, registered Nov 15, 2011 (-24 days) · Affiliated broker-dealer or bank to another
C••• F•••••••• S•••••••• L••• to S•••••••• A••••••• L••
left Jun 15, 2005, registered May 24, 2005 (-22 days) · Other
W•••• F•••• A••••••• to C••• F•••••••• S•••••••• L•••
left Dec 9, 2004, registered Dec 2, 2004 (-7 days) · Other
P••••••••• E••••• G••••• L•• to W•••• F•••• A•••••••
left Jul 1, 2003, registered Jul 1, 2003 (0 days) · corporate re-registration, not a move

Signals

No dated event on this person.

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: Independent wealth managerderived
Years in industry: 27derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address