DFX Intelligence

F•••••••• X••••• A•••••• P••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner12 years in industry

F•••••••• X••••• A•••••• P••••

Advisor at M••• C••••••

MADISON, WI

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Search this name across graphsid dfx:ria:49adba08-1199-111e-0b5b-7b534f17de03

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Feb 28, 2017 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••• C••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Dec 1, 2013earliest 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• C••••••	State registered	May 4, 2026	n/a	yes	MADISON, WI	Current employment
C••••••• P•••••••	Independent wealth	Oct 9, 2020	Sep 24, 2025	no	OVERLAND PARK, KS\|Madison, WI\|Middleton, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••••• P•••••••	M••• C••••••	Sep 24, 2025	May 4, 2026	222	Firm change	RIA to state RIA
T••• F•••••••• A•••••••	C••••••• P•••••••	Sep 30, 2020	Oct 9, 2020

Team moves

••• Locked

Team	Left	Joined	From	Kind
146914:105348:WI:2020-09-30	Sep 30, 2020	Oct 9, 2020	MADISON, WI	Firm change

Relationships

Registered with (3)

→ M••• C••••••Registered adviserregistration: current employment
May 4, 2026 to presentfactForm ADV
→ C••••••• P•••••••Registered adviserregistration: previous registration
Oct 9, 2020 to Sep 24, 2025factForm ADV
→ T••• F•••••••• A•••••••Registered adviserregistration: previous registration
Feb 28, 2017 to Sep 30, 2020factForm ADV

Dated events

Occurred
Sep 24, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:49adba08-1199-111e-0b5b-7b534f17de03
First observed: Feb 28, 2017
Last observed: Sep 14, 2026 9 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.