M•••••• B•••••

Advisor at M•••••• L••••• P•••••• F••••• • S•••• I•••••••••

FREDERICKSBURG, VA

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:3a091232-d5b5-304f-92ee-f97e12c94d6d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:22 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Sep 22, 2003 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•••••• L••••• P•••••• F••••• • S•••• I•••••••••
Current firm class: wirehousederived
Book size: not public••• Locked
Industry start: Jun 1, 1998earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Wirehouse	Dec 18, 2024	n/a	yes	FREDERICKSBURG, VA	Current employment
T••••••• I••••••••• M••••••••• I•••	Bd affiliated wealth	Jul 23, 2024	Oct 29, 2024	no	MINNEAPOLIS, MN\|Fredericksburg, VA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• I••••••••• M••••••••• I•••	M•••••• L••••• P•••••• F••••• • S•••• I•••••••••	Oct 29, 2024	Dec 18, 2024	50	Firm change	Ibd to wirehouse
A••••••••• F•••••••• S•••••••• L••	T••••••• I••••••••• M••••••••• I•••	Apr 26, 2004

Relationships

Registered with (3)

→ M•••••• L••••• P•••••• F••••• • S•••• I•••••••••Registered adviserregistration: current employment
Dec 18, 2024 to presentfactForm ADV
→ T••••••• I••••••••• M••••••••• I•••Registered adviserregistration: previous registration
Jul 23, 2024 to Oct 29, 2024factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Sep 22, 2003 to Apr 26, 2004factForm ADV

Dated events

Occurred
Oct 29, 2024
Advisor changed firm
M•••••• B••••• left T••••••• I••••••••• M••••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2024-12-18)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:3a091232-d5b5-304f-92ee-f97e12c94d6d
First observed: Sep 22, 2003
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.