DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)19 years in industry

M•••••• T• N•••••

Advisor at I••••••••• F•••••••• G••••• L••

MIDDLETON, WI

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Search this name across graphsid dfx:ria:824f361d-337e-7c5d-6f42-0574661b5036

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Apr 30, 2008 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: I••••••••• F•••••••• G••••• L••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Jan 29, 2007earliest registration or exam on IAPD
Years in industry: 19derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 5

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••••• F•••••••• G••••• L••	Bd affiliated wealth	Jan 1, 2025	n/a	yes	MIDDLETON, WI	Current employment
C•••••••• I••••••••• R••••••• A•••••••• I•••	Bd affiliated wealth	Sep 21, 2020	May 20, 2021	no	Middleton, WI

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••••• I••••••••• R••••••• A•••••••• I•••	I••••••••• F•••••••• G••••• L••	May 20, 2021	Jan 1, 2025	1,322	Firm change after gap	Ibd to ibd
S••••••• F•••••••• S•••••••• I•••	C•• S••••••••• L••	Mar 5, 2020	Aug 9, 2013

Team moves

••• Locked

Team	Left	Joined	From	Kind
134139:7717:WI:2021-05-17	May 20, 2021	Jan 1, 2025	MIDDLETON, WI	Firm change after gap

Relationships

Registered with (5)

→ I••••••••• F•••••••• G••••• L••Registered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ C•••••••• I••••••••• R••••••• A•••••••• I•••Registered adviserregistration: previous registration
Sep 21, 2020 to May 20, 2021factForm ADV
→ S••••••• F•••••••• S•••••••• I•••Registered adviserregistration: previous registration
Aug 9, 2013 to Mar 5, 2020factForm ADV
→ C•• S••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:824f361d-337e-7c5d-6f42-0574661b5036
First observed: Apr 30, 2008
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.