DFX Intelligence

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

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RIA / WealthAdvisor34 years in industry

M••• D• L••••••••

Advisor at M••• P•••••••• L••

GRAND HAVEN, MI

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Search this name across graphsid dfx:ria:5f2c5729-7f17-c526-d1d0-a735c35f20a3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:12 PM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 1
On other graphs: 0
Observed: Feb 6, 2004 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••• P•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jan 21, 1992earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• P•••••••• L••	State registered	Sep 24, 2025	n/a	yes	GRAND HAVEN, MI	Current employment
L••••• C••••••••• W••••• L••	Independent wealth	Dec 4, 2020	Sep 23, 2025	no	PEORIA, AZ\|GRAND HAVEN, MI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L••••• C••••••••• W••••• L••	M••• P•••••••• L••	Sep 23, 2025	Sep 24, 2025	1	Firm change	RIA to state RIA
C••• B•••••••• S•••••••• I•••	L••••• C••••••••• W••••• L••	Dec 7, 2020	Dec 4, 2020

Relationships

Registered with (8)

→ M••• P•••••••• L••Registered adviserregistration: current employment
Sep 24, 2025 to presentfactForm ADV
→ L••••• C••••••••• W••••• L••Registered adviserregistration: previous registration
Dec 4, 2020 to Sep 23, 2025factForm ADV
→ C••• B•••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 20, 2015 to Dec 7, 2020factForm ADV
→ M•• I•••••••• S•••••••• L••

Dated events

Occurred
Sep 23, 2025
Advisor changed firm
M••• D• L•••••••• left L••••• C••••••••• W••••• L•• for M••• P•••••••• L•• (registered 2025-09-24)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:5f2c5729-7f17-c526-d1d0-a735c35f20a3
First observed: Feb 6, 2004
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.