DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)21 years in industry

M•••••• M•••• W•••••

Advisor at B••••••• F• E•••••• • C••••••• I•••••••••

••• Locked

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Search this name across graphsid dfx:ria:6c3319ab-3c47-0a65-bdad-a657098be784

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:50 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jun 27, 2005 to Sep 15, 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: B••••••• F• E•••••• • C••••••• I•••••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jun 25, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B••••••• F• E•••••• • C••••••• I•••••••••	Bd affiliated wealth	Aug 15, 2024	n/a	yes	Bowling Green, KY\|ST. LOUIS, MO\|DECATUR, IL\|ST. LOUIS, MO	Current employment
W•••• F•••• A•••••••	Wirehouse	Feb 10, 2015	Aug 22, 2024	no	BOWLING GREEN, KY\|DECATUR, IL\|BOWLING GREEN, KY

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	B••••••• F• E•••••• • C••••••• I•••••••••	Aug 22, 2024	Aug 15, 2024	-7	Firm change	Wirehouse to ibd
B••••••• F• E•••••• • C••••••• I•••••••••	W•••• F•••• A•••••••	Feb 18, 2015	Feb 10, 2015

Relationships

Registered with (3)

→ B••••••• F• E•••••• • C••••••• I•••••••••Registered adviserregistration: previous registration
Jun 18, 2010 to Feb 18, 2015factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Feb 10, 2015 to Aug 22, 2024factForm ADV
→ A• G• E•••••• • S•••• I•••Registered adviserregistration: previous registration
Jun 27, 2005 to Jan 1, 2008factForm ADV

Dated events

Occurred
Aug 22, 2024
Advisor changed firm
M•••••• M•••• W••••• left W•••• F•••• A••••••• for B••••••• F• E•••••• • C••••••• I••••••••• (registered 2024-08-15)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6c3319ab-3c47-0a65-bdad-a657098be784
First observed: Jun 27, 2005
Last observed: Sep 15, 2026 7 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.