DFX Intelligence

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

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RIA / WealthAdvisor22 years in industry

M•••••• M•••••• P•••••

Advisor at S•••••• F•••••••• G••••• L•••••

AKRON, OH

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 2:06 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 0
On other graphs: 0
Observed: Oct 2, 2003 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: S•••••• F•••••••• G••••• L•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 30, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
S•••••• F•••••••• G••••• L•••••	Independent wealth	Apr 2, 2018	n/a	yes	AKRON, OH	Current employment
H••••••••• F•••••••• A•••••••	Bd affiliated wealth	Feb 1, 2017	Mar 28, 2018	no	AKRON, OH\|MENTOR, OH\|CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
H••••••••• F•••••••• A•••••••	S•••••• F•••••••• G••••• L•••••	Mar 28, 2018	Apr 2, 2018	5	Firm change	Other
L•• F•••••••• L••	H••••••••• F•••••••• A•••••••	Feb 1, 2017	Feb 1, 2017

Relationships

Registered with (7)

→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: current employment
Apr 2, 2018 to presentfactForm ADV
→ H••••••••• F•••••••• A•••••••Registered adviserregistration: previous registration
Feb 1, 2017 to Mar 28, 2018factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Sep 18, 2013 to Feb 1, 2017factForm ADV
→ F••••••••• A•••••••• I•••Registered adviser

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Oct 2, 2003
Last observed: Sep 14, 2026 10 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.