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

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RIA / WealthAdvisor23 years in industry

M••• R••••• N•••••••••

Advisor at L••••••••• W••••• A•••••••

VALLEY VIEW, OH

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Search this name across graphsid dfx:ria:2ddd1b2e-52aa-91a5-41c9-0405417d79bd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 10:58 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Sep 30, 2005 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: L••••••••• W••••• A•••••••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
L••••••••• W••••• A•••••••	Independent wealth	Feb 4, 2015	n/a	yes	VALLEY VIEW, OH	Current employment
S••	Bd affiliated wealth	Sep 30, 2005	Feb 5, 2015	no	ANN ARBOR, MI\|VALLEY VIEW, OH

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S••	L••••••••• W••••• A•••••••	Feb 5, 2015	Feb 4, 2015	-1	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
110692:173310:OH:2015-02-05	Feb 5, 2015	Feb 4, 2015	VALLEY VIEW, OH	Firm change

Relationships

Registered with (2)

→ L••••••••• W••••• A•••••••Registered adviserregistration: current employment
Feb 4, 2015 to presentfactForm ADV
→ SPCRegistered adviserregistration: previous registration
Sep 30, 2005 to Feb 5, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ddd1b2e-52aa-91a5-41c9-0405417d79bd
First observed: Sep 30, 2005
Last observed: Sep 14, 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.