DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner25 years in industry

B•••• P• O••••••••

Advisor at M•••••• W••••• M••••••••• G••••

FORT MYERS, FL

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Search this name across graphsid dfx:ria:2fd9fcd9-a793-6517-da88-3ca9521e526e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 7, 2004 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•••••• W••••• M••••••••• G••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 30, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 18derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W••••• M••••••••• G••••	Independent wealth	Aug 25, 2008	n/a	yes	FORT MYERS, FL	Current employment
P•••••• C•••••• M••••••••• L•	Former SEC adviser	Oct 7, 2004	Aug 4, 2008	no	NAPLES, FL	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
P•••••• C•••••• M••••••••• L•	M•••••• W••••• M••••••••• G••••	Aug 4, 2008	Aug 25, 2008	21	Firm change	Other

Relationships

Registered with (2)

→ M•••••• W••••• M••••••••• G••••Registered adviserregistration: current employment
Aug 25, 2008 to presentfactForm ADV
→ P•••••• C•••••• M••••••••• L•Registered adviserregistration: previous registration
Oct 7, 2004 to Aug 4, 2008factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2fd9fcd9-a793-6517-da88-3ca9521e526e
First observed: Oct 7, 2004
Last observed: Sep 14, 2026 8 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.