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

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RIA / WealthAdvisor13 years in industry

D••••• P••• M••••••

Advisor at M•••••• C•••••• A••••••• L••

MILFORD, OH | Powell, OH

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Search this name across graphsid dfx:ria:82fb0226-f570-100d-4475-7cf9e8417ea2

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Aug 2, 2019 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: M•••••• C•••••• A••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom 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•••••• C•••••• A••••••• L••	Independent wealth	Jul 10, 2024	n/a	yes	MILFORD, OH\|Powell, OH	Current employment
M••••• A••••••• S•••••••• I•••	Independent wealth	May 7, 2021	Jul 15, 2024	no	DUBLIN, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• A••••••• S•••••••• I•••	M•••••• C•••••• A••••••• L••	Jul 15, 2024	Jul 10, 2024	-5	Firm change	RIA to RIA
M••••• A•••• M••••••••• I•••	M••••• A••••••• S•••••••• I•••	May 7, 2021	May 7, 2021

Team moves

••• Locked

Team	Left	Joined	From	Kind
105794:106814:OH:2021-05-05	May 7, 2021	May 7, 2021	DUBLIN, OH	Firm change

Relationships

Registered with (3)

→ M•••••• C•••••• A••••••• L••Registered adviserregistration: current employment
Jul 10, 2024 to presentfactForm ADV
→ M••••• A••••••• S•••••••• I•••Registered adviserregistration: previous registration
May 7, 2021 to Jul 15, 2024factForm ADV
→ M••••• A•••• M••••••••• I•••Registered adviserregistration: previous registration
Aug 2, 2019 to May 7, 2021factForm ADV

Dated events

Occurred
Jul 15, 2024
Advisor changed firm
D••••• P••• M•••••• left M••••• A••••••• S•••••••• I••• for M•••••• C•••••• A••••••• L•• (registered 2024-07-10)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:82fb0226-f570-100d-4475-7cf9e8417ea2
First observed: Aug 2, 2019
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.