DFX Intelligence

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

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RIA / WealthAdvisor21 years in industry

T••••• D••••• S• H••••••

Advisor at M•••••• F•••••••• P•••••••

ST. CLOUD, MN

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Search this name across graphsid dfx:ria:8d7f86d7-89fd-7f56-a019-a0de87b0df09

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:06 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 30, 2014 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•••••• F•••••••• P•••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 9, 2005earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• F•••••••• P•••••••	Independent wealth	Jan 6, 2015	n/a	yes	ST. CLOUD, MN	Current employment
V••• F•••••••• A•••••••• I•••	Bd affiliated wealth	Jan 30, 2014	Dec 31, 2019	no	MONTICELLO, MN\|GOLDEN VALLEY, MN\|ST CLOUD, MN\|Windsor, CT

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••• F•••••••• A•••••••• I•••	M•••••• F•••••••• P•••••••	Dec 31, 2019	Jan 6, 2015	-1,820	Firm change after gap	Other

Relationships

Registered with (2)

→ M•••••• F•••••••• P•••••••Registered adviserregistration: current employment
Jan 6, 2015 to presentfactForm ADV
→ V••• F•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 30, 2014 to Dec 31, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:8d7f86d7-89fd-7f56-a019-a0de87b0df09
First observed: Jan 30, 2014
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.