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••••••

F•••••• F•••••••• A•••••••• L••BD affiliatedTampa, Fldual registrantIAPD 4454367

Feed of 09/14/2026

Also filed as Martin Montana

At current firm

1 y

since Sep 18, 2025

In the industry

22 y

since Jul 7, 2004 (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

F•••••• F•••••••• A•••••••• L•• BD affiliated current
since Sep 18, 2025 · Tampa, Fl
M•• I•••••••• S•••••••• L•• BD affiliated
Apr 11, 2024 to Dec 26, 2024 · Tampa, Fl
V••• F•••••••• A•••••••• I••• BD affiliated
Jun 11, 2007 to Mar 31, 2008 · South Easton, Ma
A••••••••• F•••••••• S•••••••• L•• national BD
Jul 7, 2004 to Apr 2, 2007 · San Diego, Ca

Moves

a registration end followed by a registration begin elsewhere

M•• I•••••••• S•••••••• L•• to F•••••• F•••••••• A•••••••• L••
left Dec 26, 2024, registered Sep 18, 2025 (266 days) · Affiliated broker-dealer or bank to another
V••• F•••••••• A•••••••• I••• to M•• I•••••••• S•••••••• L••
left Mar 31, 2008, registered Apr 11, 2024 (5855 days) · Other
A••••••••• F•••••••• S•••••••• L•• to V••• F•••••••• A•••••••• I•••
left Apr 2, 2007, registered Jun 11, 2007 (70 days) · Other

Signals

M••••• A••••• M•••••• left M•• I•••••••• S•••••••• L•• for F•••••• F•••••••• A•••••••• L•• (registered 2025-09-18)
Dec 26, 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: Broker-dealer affiliated wealth managerderived
Years in industry: 22derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address