DFX Intelligence

M•••••• E•••• D••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

M•••••• E•••• D••

Advisor at M•••••• W••••• M•••••••••

HANOVER, NH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Nov 27, 2018 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: M•••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W••••• M•••••••••	Independent wealth	Feb 8, 2024	n/a	yes	HANOVER, NH	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Feb 6, 2023	Feb 9, 2024	no	ORCHARD PARK, NY\|LITTLETON, NH\|Plymouth, NH\|WOODSVILLE, NH\|PIERMONT, NH\|LISBON, NH\|FRANCONIA, NH\|LITTLETON, NH\|LITTLETON, NH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M•••••• W••••• M•••••••••	Feb 9, 2024	Feb 8, 2024	-1	Firm change	Ibd to RIA
O•••• I••••••••• I•••	L•• F•••••••• L••	Jan 23, 2023	Feb 6, 2023

Relationships

Registered with (3)

→ M•••••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 8, 2024 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Feb 6, 2023 to Feb 9, 2024factForm ADV
→ O•••• I••••••••• I•••Registered adviserregistration: previous registration
Nov 27, 2018 to Jan 23, 2023factForm ADV

Dated events

Order

Occurred
9 Feb 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
23 Jan 2023
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 27, 2018
Last observed: Sep 14, 2026 9 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.