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

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RIA / WealthAdvisor32 years in industry

D•••• W•••• T•••

Advisor at M•••• T••• C•••••• M••••••••• L••

HIGHLANDS, NC

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Search this name across graphsid dfx:ria:a4624af6-8808-34ab-eecb-7ca9eed96d94

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:39 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Apr 29, 1994 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•••• T••• C•••••• M••••••••• L••
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 29, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• T••• C•••••• M••••••••• L••	State registered	Jun 5, 2020	n/a	yes	HIGHLANDS, NC	Current employment
R••••• A••••••••• M••••••••• L•••	Asset manager	Jul 2, 2020	Dec 31, 2024	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
R••••• A••••••••• M••••••••• L•••	n/a	Dec 31, 2024	n/a	n/a	Departure no registered destination	Departure
D•••• W• T••• • A••••••••• L••	M•••• T••• C•••••• M••••••••• L••	Mar 30, 2009	Jun 5, 2020

Relationships

Registered with (3)

→ M•••• T••• C•••••• M••••••••• L••Registered adviserregistration: current employment
Jun 5, 2020 to presentfactForm ADV
→ R••••• A••••••••• M••••••••• L•••Registered adviserregistration: previous registration
Jul 2, 2020 to Dec 31, 2024factForm ADV
→ D•••• W• T••• • A••••••••• L••Registered adviserregistration: previous registration
Apr 29, 1994 to Mar 30, 2009factForm ADV

Dated events

Occurred
Dec 31, 2024
Advisor departed, no destination yet
D•••• W•••• T••• no longer registered at R••••• A••••••••• M••••••••• L•••; no later IA registration on IAPD
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a4624af6-8808-34ab-eecb-7ca9eed96d94
First observed: Apr 29, 1994
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.