W•••• H•••••

Advisor at M•••••• • N••••• A•••••••• L••

FAIRPORT, NY | Rochester, NY

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:219491b0-75be-cd36-6825-33a6bda57a51

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:23 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jan 6, 2024 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•••••• • N••••• A•••••••• L••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2012earliest registration or exam on IAPD
Years in industry: 14derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• • N••••• A•••••••• L••	Mixed wealth	Sep 2, 2025	n/a	yes	FAIRPORT, NY\|Rochester, NY	Current employment
N••••••••• R••••••• P•••••••• L••	State registered	Jan 6, 2024	Jun 4, 2025	no	Cleveland, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• R••••••• P•••••••• L••	M•••••• • N••••• A•••••••• L••	Jun 4, 2025	Sep 2, 2025	90	Firm change	Other

Relationships

Registered with (2)

→ M•••••• • N••••• A•••••••• L••Registered adviserregistration: current employment
Sep 2, 2025 to presentfactForm ADV
→ N••••••••• R••••••• P•••••••• L••Registered adviserregistration: previous registration
Jan 6, 2024 to Jun 4, 2025factForm ADV

Dated events

Occurred
Jun 4, 2025
Advisor changed firm
W•••• H••••• left N••••••••• R••••••• P•••••••• L•• for M•••••• • N••••• A•••••••• L•• (registered 2025-09-02)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:219491b0-75be-cd36-6825-33a6bda57a51
First observed: Jan 6, 2024
Last observed: Sep 15, 2026 7 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.