DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner24 years in industry

M••• D•••• V•• D•••••

Advisor at M•• C•••••• M••••••••• L••

CLEVELAND, OH

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Search this name across graphsid dfx:ria:a0916d59-4a49-a432-6721-5676057f6ec4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 7:47 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 22, 2002 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•• C•••••• M••••••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 21, 2002earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•• C•••••• M••••••••• L••	Independent wealth	Apr 27, 2021	n/a	yes	CLEVELAND, OH	Current employment
O•••••••• A•••••••• I•••	n/a	Jul 16, 2007	Apr 21, 2021	no	CLEVELAND, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O•••••••• A•••••••• I•••	M•• C•••••• M••••••••• L••	Apr 21, 2021	Apr 27, 2021	6	Firm change	Other
L•• F•••••••• L••	O•••••••• A•••••••• I•••	Apr 6, 2021	Jul 16, 2007

Relationships

Registered with (3)

→ M•• C•••••• M••••••••• L••Registered adviserregistration: current employment
Apr 27, 2021 to presentfactForm ADV
→ O•••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jul 16, 2007 to Apr 21, 2021factForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Mar 28, 2007 to Apr 6, 2021factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a0916d59-4a49-a432-6721-5676057f6ec4
First observed: Mar 22, 2002
Last observed: Sep 14, 2026 8 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.