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

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RIA / WealthAdvisor21 years in industry

M••••••• M•••••

Advisor at M•• W••••• M••••••••• L••

CHANDLER, AZ | TOMAH, WI

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Search this name across graphsid dfx:ria:50f16e1a-652f-4958-ddc0-c7741a72b7a0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 5
On other graphs: 0
Observed: Nov 6, 2019 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•• W••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 10, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•• W••••• M••••••••• L••	Independent wealth	Jul 2, 2026	n/a	yes	CHANDLER, AZ\|TOMAH, WI	Current employment
T•• A•••••••• I•••	Bd affiliated wealth	May 1, 2026	Jun 30, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
T•• A•••••••• I•••	M•• W••••• M••••••••• L••	Jun 30, 2026	Jul 2, 2026	2	Firm change	Ibd to RIA
S••••• I••••••••• M••••••••• L••	T•• A•••••••• I•••	Apr 10, 2026

Relationships

Registered with (6)

→ M•• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 2, 2026 to presentfactForm ADV
→ T•• A•••••••• I•••Registered adviserregistration: previous registration
May 1, 2026 to Jun 30, 2026factForm ADV
→ S••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 12, 2025 to Apr 10, 2026factForm ADV
→ F•••••••• G•••••• F••••• O••••• S•••••••• L••

Dated events

Occurred
Jun 30, 2026
Advisor changed firm
M••••••• M••••• left T•• A•••••••• I••• for M•• W••••• M••••••••• L•• (registered 2026-07-02)
Form ADVobserved 6 days ago
Occurred
Apr 10, 2026
Advisor changed firm
M••••••• M••••• left S••••• I••••••••• M••••••••• L•• for T•• A•••••••• I••• (registered 2026-05-01)
Form ADVobserved 6 days ago
Occurred
Aug 11, 2025
Advisor changed firm
M••••••• M••••• left F•••••••• G•••••• F••••• O••••• S•••••••• L•• for S••••• I••••••••• M••••••••• L•• (registered 2025-08-12)
Form ADVobserved 6 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:50f16e1a-652f-4958-ddc0-c7741a72b7a0
First observed: Nov 6, 2019
Last observed: Sep 14, 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.