DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

E••• H••• S•••••

Advisor at M•••• F•••••••• A•••••••

ALPHARETTA, GA | Sheboygan Falls, WI

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Search this name across graphsid dfx:ria:09056b63-fe02-243c-84e3-c6f94a2b6f88

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:11 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jun 18, 2013 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•••• F•••••••• A•••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: May 15, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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•••• F•••••••• A•••••••	Bd affiliated wealth	Apr 25, 2025	n/a	yes	ALPHARETTA, GA\|Sheboygan Falls, WI	Current employment
S•••••••• W••••• M•••••••••	Former SEC adviser	Jan 8, 2020	Apr 25, 2025	no	Rhinelander, WI\|Rhinelander, WI\|MINOCQUA, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• W••••• M•••••••••	M•••• F•••••••• A•••••••	Apr 25, 2025	Apr 25, 2025	0	Firm change	RIA to RIA
F•• R•••• C••••••	S•••••••• W••••• M•••••••••	Jun 24, 2019	Jan 8, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
306953:142457:WI:2025-04-25	Apr 25, 2025	Apr 25, 2025	RHINELANDER, WI	Firm change
281313:306953:WI:2019-06-24	Jun 24, 2019	Jan 8, 2020	APPLETON, WI	Firm change

Relationships

Registered with (4)

→ M•••• F•••••••• A•••••••Registered adviserregistration: current employment
Apr 25, 2025 to presentfactForm ADV
→ S•••••••• W••••• M•••••••••Registered adviserregistration: previous registration
Jan 8, 2020 to Apr 25, 2025factForm ADV
→ F•• R•••• C••••••Registered adviserregistration: previous registration
Dec 8, 2015 to Jun 24, 2019factForm ADV
→ T••••••••• F•••••••• A•••••••• L••Registered adviser

Dated events

Occurred
Apr 25, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:09056b63-fe02-243c-84e3-c6f94a2b6f88
First observed: Jun 18, 2013
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.