DFX Intelligence

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

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RIA / WealthAdvisor29 years in industry

M•••••• B••••••• T•••••

Advisor at T••••• C•••••• M••••••••• L••

riverside, CT

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Search this name across graphsid dfx:ria:60d12c7a-a691-af15-0191-23c9fe9d7f8a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 6:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jul 14, 2005 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: T••••• C•••••• M••••••••• L••
Current firm class: asset managerderived
Book size: not public••• Locked
Industry start: Jun 5, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 14derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
T••••• C•••••• M••••••••• L••	Asset manager	Aug 20, 2012	n/a	yes	riverside, CT	Current employment
B•••••••• A•••• M••••••••• L••	Independent wealth	Feb 26, 2015	Mar 31, 2018	no	RENO, NV	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••• W••••• M••••••••• L••	T••••• C•••••• M••••••••• L••	Mar 31, 2018	Aug 20, 2012	-2,049	Firm change after gap	Other
B•••••••• A•••• M••••••••• L••	n/a	Mar 31, 2018	n/a	n/a

Team moves

••• Locked

Team	Left	Joined	From	Kind
173343:143440:NY:2015-11-02	Nov 2, 2015	Feb 26, 2015	WHITE PLAINS, NY	Firm change after gap

Relationships

Registered with (4)

→ T••••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Aug 20, 2012 to presentfactForm ADV
→ T••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 14, 2005 to Mar 31, 2018factForm ADV
→ B•••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Feb 26, 2015 to Mar 31, 2018factForm ADV
→ S•• W••••• M••••••••• L••

Dated events

Occurred
Sep 26, 2025
Advisor owns new adviser
M•••••• B••••••• T•••••, registered through T••••• C•••••• M••••••••• L•• (Riverside, CT), is a direct owner of Tuttle Wealth Partners LLC, an adviser first registered 2025-09-26
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:60d12c7a-a691-af15-0191-23c9fe9d7f8a
First observed: Jul 14, 2005
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.