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••••

A••••••• I••••••••• S••••••••• G••••• L••i••••••••• wealthEagle, Id dual registrantIAPD 4341979

Feed of 09/15/2026

At current firm

1 y

since Sep 16, 2025

In the industry

28 y

since Jan 1, 1998 (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

A••••••• I••••••••• S••••••••• G••••• L•• i••••••••• wealth current
since Sep 16, 2025 · Medina, Oh
L••• K••• • C•••••• former
Nov 29, 2022 to Sep 16, 2025 · Medina, Oh
K•• I••••••••• S••••••• L•• BD affiliated
Jan 18, 2006 to Oct 17, 2022 · Cleveland, Oh
K•••••• C•••••• M•••••• I••• unclassified
Sep 2, 2003 to Jan 18, 2006 · Middleburg Heights, Oh

Moves

a registration end followed by a registration begin elsewhere

L••• K••• • C•••••• to A••••••• I••••••••• S••••••••• G••••• L••
left Sep 16, 2025, registered Sep 16, 2025 (0 days) · RIA to RIA
K•• I••••••••• S••••••• L•• to L••• K••• • C••••••
left Oct 17, 2022, registered Nov 29, 2022 (43 days) · Affiliated broker-dealer or bank to independent RIA
K•••••• C•••••• M•••••• I••• to K•• I••••••••• S••••••• L••
left Jan 18, 2006, registered Jan 18, 2006 (0 days) · Other

Signals

M••• M•••••• M•••• left L••• K••• • C•••••• for A••••••• I••••••••• S••••••••• G••••• L•• (registered 2025-09-16)
Sep 16, 2025 · Advisor changed firm · fact
M••• M•••••• M•••• left K•• I••••••••• S••••••• L•• for L••• K••• • C•••••• (registered 2022-11-29)
Oct 17, 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: I••••••••• WEALTHderived
Years in industry: 28derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address