DFX Intelligence

F••••• N•••••• Q••••••••• M•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorChartered Financial Analyst11 years in industry

F••••• N•••••• Q••••••••• M•••••

Advisor at W•••••• C••••• F•••••••• A••••••• L••

VERONA, WI

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Search this name across graphsid dfx:ria:616a780e-5f35-ee87-2b0c-896c36346527

Data as of Sep 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:54 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Jul 23, 2025 to Sep 18, 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••••• F•••••••• A••••••• L••
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: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
W•••••• C••••• F•••••••• A••••••• L••	Independent wealth	Jan 29, 2026	n/a	yes	VERONA, WI	Current employment
T•••••• W•••••	n/a	Jul 23, 2025	Dec 18, 2025	no	MADISON, WI\|ST. LOUIS, MO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• W•••••	W•••••• C••••• F•••••••• A••••••• L••	Dec 18, 2025	Jan 29, 2026	42	Firm change	Other

Relationships

Registered with (2)

→ W•••••• C••••• F•••••••• A••••••• L••Registered adviserregistration: current employment
Jan 29, 2026 to presentfactForm ADV
→ T•••••• W•••••Registered adviserregistration: previous registration
Jul 23, 2025 to Dec 18, 2025factForm ADV

Dated events

Occurred
Dec 18, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:616a780e-5f35-ee87-2b0c-896c36346527
First observed: Jul 23, 2025
Last observed: Sep 18, 2026 4 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.