DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner11 years in industry

M•••••• D••• W••••••

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

LEOLA, PA

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Search this name across graphsid dfx:ria:5dfed478-83c7-da3f-4fa2-13d3348394ca

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 2:01 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 2
On other graphs: 0
Observed: Feb 10, 2016 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••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Aug 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• W••••• M••••••••• I•••	Independent wealth	Oct 10, 2025	n/a	yes	LEOLA, PA	Current employment
C••••• I••••••••• A••••••• L••	Bd affiliated wealth	Sep 19, 2024	Sep 16, 2025	no	YORK, PA\|LANCASTER, PA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C••••• I••••••••• A••••••• L••	M••••••• W••••• M••••••••• I•••	Sep 16, 2025	Oct 10, 2025	24	Firm change	Ibd to RIA
L•• F•••••••• L••	C••••• I••••••••• A••••••• L••	Sep 23, 2024	Sep 19, 2024

Team moves

••• Locked

Team	Left	Joined	From	Kind
6413:105644:PA:2024-09-18	Sep 23, 2024	Sep 19, 2024	YORK, PA	Firm change

Relationships

Registered with (5)

→ M••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Oct 10, 2025 to presentfactForm ADV
→ C••••• I••••••••• A••••••• L••Registered adviserregistration: previous registration
Sep 19, 2024 to Sep 16, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Dec 17, 2020 to Sep 23, 2024factForm ADV
→ B••• S••••••••• L••

Dated events

Occurred
Sep 16, 2025
Advisor changed firm
M•••••• D••• W•••••• left C••••• I••••••••• A••••••• L•• for M••••••• W••••• M••••••••• I••• (registered 2025-10-10)
Form ADVobserved 7 days ago
Occurred
Sep 23, 2024
Advisor changed firm
M•••••• D••• W•••••• left L•• F•••••••• L•• for C••••• I••••••••• A••••••• L•• (registered 2024-09-19)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5dfed478-83c7-da3f-4fa2-13d3348394ca
First observed: Feb 10, 2016
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.