DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

P•••••• N••••• S•••

Advisor at M•••• F•••••••• G••••• I•••

GREEN BAY, WI

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Search this name across graphsid dfx:ria:24e0b68b-b93c-76f2-349d-f1673625dae9

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:22 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 31, 2015 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: M•••• F•••••••• G••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• F•••••••• G••••• I•••	Independent wealth	Oct 2, 2025	n/a	yes	GREEN BAY, WI	Current employment
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	Bd affiliated wealth	Jul 31, 2015	Oct 2, 2025	no	GREEN BAY, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
R•••••• J•••• F•••••••• S••••••• A•••••••• I••	M•••• F•••••••• G••••• I•••	Oct 2, 2025	Oct 2, 2025	0	Firm change	Ibd to new firm

Team moves

••• Locked

Team	Left	Joined	From	Kind
149018:337398:WI:2025-10-02	Oct 2, 2025	Oct 2, 2025	GREEN BAY, WI	Firm change

Relationships

Registered with (2)

→ M•••• F•••••••• G••••• I•••Registered adviserregistration: current employment
Oct 2, 2025 to presentfactForm ADV
→ R•••••• J•••• F•••••••• S••••••• A•••••••• I••Registered adviserregistration: previous registration
Jul 31, 2015 to Oct 2, 2025factForm ADV

Dated events

Occurred
Oct 2, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:24e0b68b-b93c-76f2-349d-f1673625dae9
First observed: Jul 31, 2015
Last observed: Sep 14, 2026 9 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.