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

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RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)24 years in industry

A••••••• R• M••••••

Advisor at M••••••••• W••••• M•••••••••

Havertown, PA | WASHINGTON, DC

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Search this name across graphsid dfx:ria:54415069-9b98-8722-919c-66bd13e30c7e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 13, 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••••••••• W••••• M•••••••••
Current firm class: no raum reportedderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 24, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom 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•••••••••	No RAUM reported	Feb 27, 2026	n/a	yes	Havertown, PA\|WASHINGTON, DC	Current employment
M••••••••• R•••••••••	Bd affiliated wealth	Jan 13, 2017	Mar 16, 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
M••••••••• R•••••••••	M••••••••• W••••• M•••••••••	Mar 16, 2026	Feb 27, 2026	-17	Bulk transfer	Ibd to new firm

Relationships

Registered with (2)

→ M••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Feb 27, 2026 to presentfactForm ADV
→ M••••••••• R•••••••••Registered adviserregistration: previous registration
Jan 13, 2017 to Mar 16, 2026factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:54415069-9b98-8722-919c-66bd13e30c7e
First observed: Jan 13, 2017
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.