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•••• C•••••

Q•••••• P•••••••• M••••••••• L••mixed wealthNew York, NyIA-onlyIAPD 5512674

Feed of 09/14/2026

Also filed as Maria Lee

At current firm

3 y

since May 19, 2023

In the industry

16 y

since Dec 30, 2009 (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

Professional profile

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

Professional profile: qmpm.com/about-us/maria-cutterreportedqmpm.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

I•••• T••••••••• G•••• L•• other current
since Nov 6, 2023 · New York, Ny
Q•••••• P•••••••• M••••••••• L•• mixed wealth current
since May 19, 2023 · New York, Ny
R•••••• J•••• • A••••••••• I••• national BD
Apr 12, 2018 to Jun 21, 2023 · Los Angeles, Ca
J••• M••••• S••••••••• L•• wirehouse
Aug 18, 2016 to Apr 17, 2018 · Los Angeles, Ca
M••••• S•••••• wirehouse
Apr 26, 2013 to May 27, 2016 · Los Angeles, Ca
R•• C•••••• M••••••• L•• national BD
Jan 1, 2010 to Apr 17, 2013 · Beverly Hills, Ca

Moves

a registration end followed by a registration begin elsewhere

R•••••• J•••• • A••••••••• I••• to Q•••••• P•••••••• M••••••••• L••
left Jun 21, 2023, registered May 19, 2023 (-33 days) · Affiliated broker-dealer or bank to a newly registered adviser · moved with a team
J••• M••••• S••••••••• L•• to R•••••• J•••• • A••••••••• I•••
left Apr 17, 2018, registered Apr 12, 2018 (-5 days) · Wirehouse to affiliated broker-dealer or bank · moved with a team
M••••• S•••••• to J••• M••••• S••••••••• L••
left May 27, 2016, registered Aug 18, 2016 (83 days) · Wirehouse to wirehouse
R•• C•••••• M••••••• L•• to M••••• S••••••
left Apr 17, 2013, registered Apr 26, 2013 (9 days) · Affiliated broker-dealer or bank to wirehouse

Signals

M•••• C••••• left R•••••• J•••• • A••••••••• I••• for Q•••••• P•••••••• M••••••••• L•• (registered 2023-05-19)
Jun 21, 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: Wealth manager with institutional or fund businessderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address