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

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RIA / WealthAdvisorCertified Financial Planner26 years in industry

M•••••• T••• V•••••

Advisor at P••••••• F••••• A•••••••• L••

SPRINGFIELD, MO

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Search this name across graphsid dfx:ria:51ad9346-9368-3ace-5ba1-eb79b224296d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:28 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 9, 2002 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: P••••••• F••••• A•••••••• 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: Jun 14, 2000earliest registration or exam on IAPD
Years in industry: 26derivedfrom the industry start date
Years at current firm: 12derivedfrom 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
P••••••• F••••• A•••••••• L••	Independent wealth	Feb 10, 2014	n/a	yes	SPRINGFIELD, MO	Current employment
T•• M••••• F••• S••••	Former SEC adviser	Jul 9, 2002	Feb 10, 2014	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•• M••••• F••• S••••	P••••••• F••••• A•••••••• L••	Feb 10, 2014	Feb 10, 2014	0	Firm change	Other

Relationships

Registered with (2)

→ P••••••• F••••• A•••••••• L••Registered adviserregistration: current employment
Feb 10, 2014 to presentfactForm ADV
→ T•• M••••• F••• S••••Registered adviserregistration: previous registration
Jul 9, 2002 to Feb 10, 2014factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:51ad9346-9368-3ace-5ba1-eb79b224296d
First observed: Jul 9, 2002
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.