DFX Intelligence
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Registered advisor
M••• S•••• M•••• T•••••
Certified Financial Planner
Feed of 09/14/2026
Also filed as M••• T•••••
ContactWhat is shown hereOnly business contact points published by the advisor’s firm, on its own site or advisor directory, and matched to this registered advisor with a second fact beyond the name. Nothing is inferred or guessed; an office or team line is labelled as such and never shown as a direct line.
what the firm publishes for this advisor, each with the page it was read from
- Office line
- ••• Lockedreportedmayfieldadvisors.comfirm site, Sep 16, 2026
At current firm
5 y
since Oct 27, 2020
In the industry
10 y
since Jun 1, 2016 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S63, 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
- M••••••• A•••••••• I••• independent RIA currentsince Oct 27, 2020 · Palo Alto, Ca
- M••••• S•••••• wirehouseMay 28, 2019 to Jul 23, 2020 · Gilbert, Az
Moves
a registration end followed by a registration begin elsewhere
- M••••• S•••••• to M••••••• A•••••••• I•••left Jul 23, 2020, registered Oct 27, 2020 (96 days) · Wirehouse to independent RIA
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
- Independent wealth managerderived
- Years in industry
- 10derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address