DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

M••••• T••••• W•••••••••

Advisor at W••••••••• C•••••• M••••••••• L••

LOUISVILLE, KY

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Search this name across graphsid dfx:ria:5401ec81-1507-ae1d-0b51-ce8447dca000

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 6:59 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Oct 25, 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: W••••••••• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Dec 1, 2015earliest 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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W••••••••• C•••••• M••••••••• L••	Independent wealth	Dec 22, 2025	n/a	yes	LOUISVILLE, KY	Current employment
W••••••••• C•••••• M••••••••• L••	Independent wealth	Oct 25, 2019	Dec 31, 2023	no	LOUISVILLE, KY

Relationships

Registered with (1)

→ W••••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Oct 25, 2019 to Dec 31, 2023factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5401ec81-1507-ae1d-0b51-ce8447dca000
First observed: Oct 25, 2019
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.