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••• D••••• M•••••••

P••• V••••• I•••••••••independent RIASan Antonio, Tx IA-onlyIAPD 5800263

Feed of 09/15/2026

Also filed as M••• D M•••••••

At current firm

3 y

since Apr 26, 2023

In the industry

16 y

since Jul 12, 2010 (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

P••• V••••• I••••••••• independent RIA current
since Apr 26, 2023 · San Antonio, Tx
W•••• F•••• A••••••• wirehouse
Mar 11, 2019 to Sep 14, 2022 · San Antonio, Tx
U•• F•••••••• S••••••• I••• wirehouse
Jul 11, 2014 to Mar 20, 2019 · San Antonio, Tx
M••••• S•••••• wirehouse
Jul 15, 2010 to Jul 15, 2014 · San Antonio, Tx

Moves

a registration end followed by a registration begin elsewhere

W•••• F•••• A••••••• to P••• V••••• I•••••••••
left Sep 14, 2022, registered Apr 26, 2023 (224 days) · Wirehouse to independent RIA
U•• F•••••••• S••••••• I••• to W•••• F•••• A•••••••
left Mar 20, 2019, registered Mar 11, 2019 (-9 days) · Wirehouse to wirehouse
M••••• S•••••• to U•• F•••••••• S••••••• I•••
left Jul 15, 2014, registered Jul 11, 2014 (-4 days) · Wirehouse to wirehouse

Signals

M••• D••••• M•••••••, registered through P••• V••••• I••••••••• (Marlton, NJ), is a direct owner of Magarian Capital Management, LLC, an adviser first registered 2026-03-30; in 2023-2025, 164 of 330 such owners registered at this class of firm moved to the new adviser within a year, median 92 days after the filing
Mar 30, 2026 · Owner of a newly registered adviser · fact
M••• D••••• M••••••• left W•••• F•••• A••••••• for P••• V••••• I••••••••• (registered 2023-04-26)
Sep 14, 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: Independent wealth managerderived
Years in industry: 16derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address