DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisor32 years in industry

M••• E••••• M•••••••

Advisor at I••••••• I••••••••• M••••••••• L••

POULSBO, WA | HAYDEN, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:9f8d6c13-81e2-6d7d-bf29-a249acab0bd8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Nov 29, 1999 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••••••• I••••••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 16, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
I••••••• I••••••••• M••••••••• L••	Independent wealth	Feb 9, 2021	n/a	yes	POULSBO, WA\|HAYDEN, ID	Current employment
C• P••••••• C•••	Independent wealth	Apr 4, 2016	May 17, 2021	no	BAINBRIDGE ISLAND, WA\|PORTLAND, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C• P••••••• C•••	I••••••• I••••••••• M••••••••• L••	May 17, 2021	Feb 9, 2021	-97	Firm change after gap	RIA to new firm
B•••••• H•••• W••••• M••••••••• L••	C• P••••••• C•••	Apr 4, 2016	Apr 4, 2016

Team moves

••• Locked

Team	Left	Joined	From	Kind
152031:149937:CA:2016-04-04	Apr 4, 2016	Apr 4, 2016	B•••••• H••••, CA	Firm change

Relationships

Registered with (5)

→ I••••••• I••••••••• M••••••••• L••Registered adviserregistration: current employment
Feb 9, 2021 to presentfactForm ADV
→ C• P••••••• C•••Registered adviserregistration: previous registration
Apr 4, 2016 to May 17, 2021factForm ADV
→ B•••••• H•••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Sep 5, 2013 to Apr 4, 2016factForm ADV
→ M••••••• A•••• M••••••••• L••

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9f8d6c13-81e2-6d7d-bf29-a249acab0bd8
First observed: Nov 29, 1999
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.