DFX Intelligence

B••••••• S•••• C••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor25 years in industry

B••••••• S•••• C••••••

Advisor at M•••••• W••••• M••••••••• L••

FORT WAYNE, IN

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Search this name across graphsid dfx:ria:78e0d4f6-6e16-2478-6319-6d3030254ee8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 12:32 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Nov 25, 2015 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••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: May 1, 2001earliest registration or exam on IAPD
Years in industry: 25derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• W••••• M••••••••• L••	Independent wealth	Apr 29, 2021	n/a	yes	FORT WAYNE, IN	Current employment
A• W••••• M••••••••• L••	Bd affiliated wealth	Jul 9, 2018	Apr 27, 2021	no	FORT WAYNE, IN\|ANN ARBOR, MI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A• W••••• M••••••••• L••	M•••••• W••••• M••••••••• L••	Apr 27, 2021	Apr 29, 2021	2	Firm change	Ibd to new firm
G••••• F•••••••• P•••••• C••••••• I•••	A• W••••• M••••••••• L••	Jul 10, 2018	Jul 9, 2018

Team moves

••• Locked

Team	Left	Joined	From	Kind
282580:311934:MI:2021-04-27	Apr 27, 2021	Apr 29, 2021	ANN ARBOR, MI	Firm change
132070:282580:MI:2018-07-10	Jul 10, 2018	Jul 9, 2018	ANN ARBOR, MI	Firm change

Relationships

Registered with (3)

→ M•••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Apr 29, 2021 to presentfactForm ADV
→ A• W••••• M••••••••• L••Registered adviserregistration: previous registration
Jul 9, 2018 to Apr 27, 2021factForm ADV
→ G••••• F•••••••• P•••••• C••••••• I•••Registered adviserregistration: previous registration
Nov 25, 2015 to Jul 10, 2018factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:78e0d4f6-6e16-2478-6319-6d3030254ee8
First observed: Nov 25, 2015
Last observed: Sep 14, 2026 9 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.