DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

N•••••••• M•••• G•••••

Advisor at 2•• W••••• M••••••••• G••••• L••

LOVELAND, OH | Harrison, OH

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Search this name across graphsid dfx:ria:31097e5f-29c0-13d7-abc3-9a9702c37fd6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Jul 1, 2019 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: 2•• W••••• M••••••••• G••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Mar 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
2•• W••••• M••••••••• G••••• L••	State registered	Feb 19, 2026	n/a	yes	LOVELAND, OH\|Harrison, OH	Current employment
V•••••• C•••••• P•••••••• L••	State registered	Jul 25, 2023	Mar 6, 2026	no	CINCINNATI, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V•••••• C•••••• P•••••••• L••	2•• W••••• M••••••••• G••••• L••	Mar 6, 2026	Feb 19, 2026	-15	Firm change	Other
C••••• C••••• C•••••• M•••••••••	V•••••• C•••••• P•••••••• L••	Dec 12, 2023	Jul 25, 2023

Relationships

Registered with (5)

→ 2•• W••••• M••••••••• G••••• L••Registered adviserregistration: current employment
Feb 19, 2026 to presentfactForm ADV
→ V•••••• C•••••• P•••••••• L••Registered adviserregistration: previous registration
Jul 25, 2023 to Mar 6, 2026factForm ADV
→ C••••• C••••• C•••••• M•••••••••Registered adviserregistration: previous registration
Feb 7, 2022 to Dec 12, 2023factForm ADV
→ U•• F•••••••• S••••••• I•••

Dated events

Occurred
Mar 6, 2026
Advisor changed firm
N•••••••• M•••• G••••• left V•••••• C•••••• P•••••••• L•• for 2•• W••••• M••••••••• G••••• L•• (registered 2026-02-19)
Form ADVobserved 7 days ago
Occurred
Dec 12, 2023
Advisor changed firm
N•••••••• M•••• G••••• left C••••• C••••• C•••••• M••••••••• for V•••••• C•••••• P•••••••• L•• (registered 2023-07-25)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:31097e5f-29c0-13d7-abc3-9a9702c37fd6
First observed: Jul 1, 2019
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.