DFX Intelligence
The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.
Registered advisor
M•• E••••• R•••••
Feed of 09/15/2026
At current firm
16 y
since Jun 23, 2010
In the industry
16 y
since Mar 1, 2010 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
4
current, as an IAR
Firms today
4
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- F•••••••• G••••• I••••••••• M••••••••• C•••• asset manager currentsince Aug 17, 2021 · Ashburn, Va
- M•• A•••••••• A• D••••••• O• F•••••••• M••• L•• asset manager currentsince Jan 6, 2011 · Ashburn, Va
- F•••••••• I••••••••• C••••••••• institutional currentsince Jun 23, 2010 · Ashburn, Va
- F•••••••• S••••••••• C•••• no RAUM currentsince Jun 23, 2010 · Pittsburgh, Pa
- F•••••••• G••••• I••••••••• M••••••••• C•••• asset managerJan 6, 2011 to Dec 31, 2012 · New York, Ny
Moves
a registration end followed by a registration begin elsewhere
- F•••••••• G••••• I••••••••• M••••••••• C•••• to M•• A•••••••• A• D••••••• O• F•••••••• M••• L••left Dec 31, 2012, registered Jan 6, 2011 (-725 days) · channel change inside one enterprise, not a move
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Institutional managerderived
- Years in industry
- 16derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address