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T•••••• A••••• W•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)10 years in industry

T•••••• A••••• W•••••

Advisor at M••••••• P••••••• L••

ANN ARBOR, MI | CLEVELAND, OH

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Search this name across graphsid dfx:ria:4d25c6df-a996-5462-81cb-98a3c80509da

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:44 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 2
On other graphs: 0
Observed: May 17, 2023 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••••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• P••••••• L••	Independent wealth	Aug 21, 2026	n/a	yes	CLEVELAND, OH\|CLEVELAND, OH\|ANN ARBOR, MI	Current employment
L•• E••••••••• L••	Bd affiliated wealth	Nov 14, 2024	Apr 3, 2025	no	TROY, MI\|MUSKEGON, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• E••••••••• L••	M••••••• P••••••• L••	Apr 3, 2025	Aug 21, 2026	505	Firm change after gap	Ibd to RIA
P•••• S••••••••• L••	L•• E••••••••• L••	Nov 14, 2024	Nov 14, 2024

Relationships

Registered with (4)

→ M••••••• P••••••• L••Registered adviserregistration: current employment
Aug 21, 2026 to presentfactForm ADV
→ L•• E••••••••• L••Registered adviserregistration: previous registration
Nov 14, 2024 to Apr 3, 2025factForm ADV
→ P•••• S••••••••• L••Registered adviserregistration: previous registration
Apr 22, 2024 to Nov 14, 2024factForm ADV
→ A•••• A••••••••• S••••••••• L••

Dated events

Occurred
Apr 3, 2025
Advisor changed firm
T•••••• A••••• W••••• left L•• E••••••••• L•• for M••••••• P••••••• L•• (registered 2026-08-21)
Form ADVobserved 7 days ago
Occurred
Apr 17, 2024
Advisor changed firm
T•••••• A••••• W••••• left A•••• A••••••••• S••••••••• L•• for P•••• S••••••••• L•• (registered 2024-04-22)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:4d25c6df-a996-5462-81cb-98a3c80509da
First observed: May 17, 2023
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.