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•••• T••••• H••••••••

E•••••• A••••••• G••••• L••BD affiliatedBonney Lake, Wa dual registrantIAPD 4493719

Feed of 09/14/2026

Also filed as M•••• T••••• Crisafulli

At current firm

2 y

since Dec 7, 2023

In the industry

11 y

since May 1, 2015 (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

E•••••• A••••••• G••••• L•• BD affiliated current
since Dec 7, 2023 · Bonney Lake, Wa
K•• I••••••••• S••••••• L•• BD affiliated
Aug 23, 2021 to Nov 28, 2023 · Tacoma, Wa
A• W••••• M••••••••• L•• BD affiliated
Jun 13, 2019 to Aug 21, 2020 · Crystal River, Fl
L•••••• I••••••••• independent RIA
Aug 31, 2017 to May 20, 2019 · Belleview, Fl
L••••• A•••••••• L•• former
May 30, 2017 to May 20, 2019 · Belleview, Fl

Moves

a registration end followed by a registration begin elsewhere

K•• I••••••••• S••••••• L•• to E•••••• A••••••• G••••• L••
left Nov 28, 2023, registered Dec 7, 2023 (9 days) · Affiliated broker-dealer or bank to another
A• W••••• M••••••••• L•• to K•• I••••••••• S••••••• L••
left Aug 21, 2020, registered Aug 23, 2021 (367 days) · RIA to affiliated broker-dealer or bank
L••••• A•••••••• L•• to L•••••• I•••••••••
left May 20, 2019, registered Aug 31, 2017 (-627 days) · Other
L•••••• I••••••••• to A• W••••• M••••••••• L••
left May 20, 2019, registered Jun 13, 2019 (24 days) · Affiliated broker-dealer or bank to independent RIA

Signals

M•••• T••••• H•••••••• left K•• I••••••••• S••••••• L•• for E•••••• A••••••• G••••• L•• (registered 2023-12-07)
Nov 28, 2023 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address