DFX Intelligence

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

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RIA / WealthAdvisor23 years in industry

M••• S•••••• N•••••••

Advisor at T•••••••• R•••••••••

Green Bay, WI | DE PERE, WI

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:4753e4c5-0839-d88f-2e5e-b9d81bc0c553

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 5, 2005 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: T•••••••• R•••••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Feb 28, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom 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
T•••••••• R•••••••••	State registered	Jan 1, 2025	n/a	yes	Green Bay, WI\|DE PERE, WI	Current employment
N•••••• G•••• C••••••••• L••	Institutional manager	Nov 25, 2020	Nov 2, 2021	no	De Pere, WI\|LAKE MARY, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N•••••• G•••• C••••••••• L••	T•••••••• R•••••••••	Nov 2, 2021	Jan 1, 2025	1,156	Firm change after gap	Other
E••••••• R••••••••• I••••••••• A•••••••• L••	N•••••• G•••• C••••••••• L••	Nov 27, 2018	Nov 25, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
153254:140944:WI:2018-11-26	Nov 27, 2018	Nov 25, 2020	DE PERE, WI	Firm change after gap

Relationships

Registered with (5)

→ T•••••••• R•••••••••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ N•••••• G•••• C••••••••• L••Registered adviserregistration: previous registration
Nov 25, 2020 to Nov 2, 2021factForm ADV
→ E••••••• R••••••••• I••••••••• A•••••••• L••Registered adviserregistration: previous registration
Nov 3, 2010 to Nov 27, 2018factForm ADV
→ S••••••• I••••••••• A•••••••• I•••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4753e4c5-0839-d88f-2e5e-b9d81bc0c553
First observed: Jan 5, 2005
Last observed: Sep 15, 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.