DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner9 years in industry

M•••••• L••••• L••••••

Advisor at C•••• F•••••••• P•••••••

BOLOGNA

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Search this name across graphsid dfx:ria:175a9a70-e425-c653-ea46-156097ea0752

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:31 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Oct 28, 2016 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: C•••• F•••••••• P•••••••
Current firm class: no raum reportedderived
Book size: not public••• Locked
Industry start: Oct 1, 2016earliest registration or exam on IAPD
Years in industry: 9derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C•••• F•••••••• P•••••••	No RAUM reported	Jan 2, 2024	n/a	yes	Bologna	Current employment
B••• W•••• W•••••	Independent wealth	Mar 20, 2023	May 9, 2023	no	Seattle, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
B••• W•••• W•••••	C•••• F•••••••• P•••••••	May 9, 2023	Jan 2, 2024	238	Firm change	RIA to new firm
F••••	B••• W•••• W•••••	Jun 13, 2022	Mar 20, 2023

Relationships

Registered with (5)

→ C•••• F•••••••• P•••••••Registered adviserregistration: current employment
Jan 2, 2024 to presentfactForm ADV
→ B••• W•••• W•••••Registered adviserregistration: previous registration
Mar 20, 2023 to May 9, 2023factForm ADV
→ F••••Registered adviserregistration: previous registration
Jun 9, 2021 to Jun 13, 2022factForm ADV
→ T••••••••• W•••••

Dated events

Occurred
May 9, 2023
Advisor changed firm
M•••••• L••••• L•••••• left B••• W•••• W••••• for C•••• F•••••••• P••••••• (registered 2024-01-02)
Form ADVobserved 7 days ago
Occurred
Jun 13, 2022
Advisor changed firm
M•••••• L••••• L•••••• left Facet for B••• W•••• W••••• (registered 2023-03-20)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:175a9a70-e425-c653-ea46-156097ea0752
First observed: Oct 28, 2016
Last observed: Sep 14, 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.