DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

M•••••• M•••••••• H••••••

Advisor at M••••• W••••• M••••••••• L••

BOISE, ID | KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:074494b7-92b8-e4e3-5dbd-bf186d341db1

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:55 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Sep 11, 2018 to Sep 15, 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••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• M••••••••• L••	Independent wealth	Oct 18, 2024	n/a	yes	BOISE, ID\|KANSAS CITY, MO	Current employment
P•••• F•••••••• C••••••••• L••	Former SEC adviser	Jun 8, 2023	Nov 12, 2024	no	BOISE, ID

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••• F•••••••• C••••••••• L••	M••••• W••••• M••••••••• L••	Nov 12, 2024	Oct 18, 2024	-25	Firm change	RIA to RIA
A•••• P•••• A•••••••	P•••• F•••••••• C••••••••• L••	Aug 24, 2021	Jun 8, 2023

Team moves

••• Locked

Team	Left	Joined	From	Kind
282032:324624:ID:2024-11-12	Nov 12, 2024	Oct 18, 2024	BOISE, ID	Firm change
3866:165127:WA:2020-11-06	Nov 6, 2020	Nov 6, 2020	SEATTLE, WA	Firm change

Relationships

Registered with (4)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Oct 18, 2024 to presentfactForm ADV
→ P•••• F•••••••• C••••••••• L••Registered adviserregistration: previous registration
Jun 8, 2023 to Nov 12, 2024factForm ADV
→ A•••• P•••• A•••••••Registered adviserregistration: previous registration
Nov 6, 2020 to Aug 24, 2021factForm ADV
→ K•• F•••••••• S•••••••• I••

Dated events

Occurred
Nov 12, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:074494b7-92b8-e4e3-5dbd-bf186d341db1
First observed: Sep 11, 2018
Last observed: Sep 15, 2026 8 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.