DFX Intelligence

A••••• C•••••• C•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

A••••• C•••••• C•••••••

Advisor at M••••••

Beachwood, OH | Willoughby, OH

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:2b253352-8ea8-075d-0231-cdab192a75fa

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:25 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 3
On other graphs: 0
Observed: Aug 22, 2014 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••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Nov 1, 2013earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Jun 3, 2025	n/a	yes	Willoughby, OH\|Beachwood, OH	Current employment
S•••••• F•••••••• G••••• L•••••	Independent wealth	Jan 12, 2022	Jun 27, 2025	no	Mayfield Heights, OH\|AKRON, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••• F•••••••• G••••• L•••••	M••••••	Jun 27, 2025	Jun 3, 2025	-24	Firm change	RIA to ibd
N•• F•••••••• P•••••••	S•••••• F•••••••• G••••• L•••••	Nov 7, 2022	Jan 12, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
117756:140195:OH:2025-06-20	Jun 27, 2025	Jun 3, 2025	AKRON, OH	Firm change
120086:117756:OH:2022-11-07	Nov 7, 2022	Jan 12, 2022	MAYFIELD HEIGHTS, OH	Firm change after gap

Relationships

Registered with (4)

→ M••••••Registered adviserregistration: current employment
Jun 3, 2025 to presentfactForm ADV
→ S•••••• F•••••••• G••••• L•••••Registered adviserregistration: previous registration
Jan 12, 2022 to Jun 27, 2025factForm ADV
→ N•• F•••••••• P•••••••Registered adviserregistration: previous registration
Aug 22, 2018 to Nov 7, 2022factForm ADV
→ O•••• W•••••• I•••

Dated events

Occurred
Jun 27, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Nov 7, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Jan 18, 2022
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2b253352-8ea8-075d-0231-cdab192a75fa
First observed: Aug 22, 2014
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.