DFX Intelligence

T•••••• A• R••• H•••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner15 years in industry

T•••••• A• R••• H•••••

Advisor at M••••••• P••••••• L••

Clarksville, TN | CLEVELAND, OH

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Search this name across graphsid dfx:ria:79f7c378-f3bb-848b-0bc6-f2087ccc375e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Nov 27, 2019 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••••••• P••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 1, 2011earliest registration or exam on IAPD
Years in industry: 15derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• P••••••• L••	Independent wealth	Sep 20, 2024	n/a	yes	Clarksville, TN\|CLEVELAND, OH	Current employment
F••••	Independent wealth	Oct 22, 2020	Jul 15, 2024	no	Clarksville, TN\|WEST PALM BEACH, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••	M••••••• P••••••• L••	Jul 15, 2024	Sep 20, 2024	67	Firm change	RIA to RIA
M••••••• P••••••• L••	F••••	Sep 24, 2020	Oct 22, 2020

Relationships

Registered with (2)

→ M••••••• P••••••• L••Registered adviserregistration: previous registration
Nov 27, 2019 to Sep 24, 2020factForm ADV
→ F••••Registered adviserregistration: previous registration
Oct 22, 2020 to Jul 15, 2024factForm ADV

Dated events

Occurred
Jul 15, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:79f7c378-f3bb-848b-0bc6-f2087ccc375e
First observed: Nov 27, 2019
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.