DFX Intelligence

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

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RIA / WealthAdvisorChartered Financial Analyst23 years in industry

M•••••• T••• K••••••

Advisor at F•••• P••••••• W•••••• L••

Madison, WI

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Search this name across graphsid dfx:ria:9bd73cf5-0ec4-2c8b-5a55-5c60561ed9b3

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 9:45 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 24, 2011 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: F•••• P••••••• W•••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Feb 1, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
F•••• P••••••• W•••••• L••	Independent wealth	Jan 4, 2026	n/a	yes	Madison, WI	Current employment
N••••••••• A•••• M••••••••• L••	Independent wealth	Jan 6, 2025	Mar 20, 2026	no	Madison, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• A•••• M••••••••• L••	F•••• P••••••• W•••••• L••	Mar 20, 2026	Jan 4, 2026	-75	Bulk transfer	RIA to RIA
N••••••• C•••••• M••••••••• L••	N••••••••• A•••• M••••••••• L••	Feb 21, 2019	Mar 15, 2019

Team moves

••• Locked

Team	Left	Joined	From	Kind
104975:282241:WI:2019-02-21	Feb 21, 2019	Mar 15, 2019	MADISON, WI	Firm change

Relationships

Registered with (3)

→ F•••• P••••••• W•••••• L••Registered adviserregistration: current employment
Jan 4, 2026 to presentfactForm ADV
→ N••••••••• A•••• M••••••••• L••Registered adviserregistration: previous registration
Jan 6, 2025 to Mar 20, 2026factForm ADV
→ N••••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
May 24, 2011 to Feb 21, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9bd73cf5-0ec4-2c8b-5a55-5c60561ed9b3
First observed: May 24, 2011
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.