DFX Intelligence

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

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RIA / WealthAdvisor10 years in industry

M••••••• F• T••••••

Advisor at M•• W••••• M•••••••••

BOSTON, MA

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Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 24, 2026, 3:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 4
On other graphs: 0
Observed: Nov 1, 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: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• W••••• M•••••••••	Independent wealth	Jan 2, 2026	n/a	yes	BOSTON, MA	Current employment
K••••• P•••••• W••••• S•••••••• L••	Bd affiliated wealth	May 9, 2025	Dec 31, 2025	no	Boston, MA\|AUSTIN, TX

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
K••••• P•••••• W••••• S•••••••• L••	M•• W••••• M•••••••••	Dec 31, 2025	Jan 2, 2026	2	Firm change	Ibd to new firm
L•• F•••••••• L••	K••••• P•••••• W••••• S•••••••• L••	May 21, 2025	May 9, 2025

Relationships

Registered with (6)

→ M•• W••••• M•••••••••Registered adviserregistration: current employment
Jan 2, 2026 to presentfactForm ADV
→ K••••• P•••••• W••••• S•••••••• L••Registered adviserregistration: previous registration
May 9, 2025 to Dec 31, 2025factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Jun 6, 2024 to May 21, 2025factForm ADV
→ W•••• F•••• A•••••••

Dated events

Order

Occurred
31 Dec 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
21 May 2025
Advisor changed firm
••• Locked
Form ADV
Occurred
13 Jun 2024
Advisor changed firm
••• Locked
Form ADV
Occurred
30 Aug 2022
Advisor changed firm
••• Locked
Form ADV

Provenance

Graph: RIA / Wealth Management
Canonical id
First observed: Nov 1, 2017
Last observed: Sep 14, 2026 10 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.