DFX Intelligence

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

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RIA / WealthAdvisor24 years in industry

E••••• M•••••• M• G•••••

Advisor at M••••••

CANTON, OH

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Search this name across graphsid dfx:ria:a8124b07-0634-6a39-c438-c1a9895d3334

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 11:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 11, 2001 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••••••
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not public••• Locked
Industry start: Oct 11, 2001earliest registration or exam on IAPD
Years in industry: 24derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••	Bd affiliated wealth	Jan 4, 2023	n/a	yes	CANTON, OH	Current employment
M••••••• W••••• M••••••••• L••	Former SEC adviser	Dec 24, 2009	Jan 3, 2023	no	CANTON, OH	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••••• W••••• M••••••••• L••	M••••••	Jan 3, 2023	Jan 4, 2023	1	Firm change	Other
A••••••••• F•••••••• S•••••••• L••	M••••••• W••••• M••••••••• L••	Dec 22, 2009	Dec 24, 2009

Team moves

••• Locked

Team	Left	Joined	From	Kind
151969:140195:OH:2023-01-02	Jan 3, 2023	Jan 4, 2023	CANTON, OH	Firm change

Relationships

Registered with (3)

→ M••••••Registered adviserregistration: current employment
Jan 4, 2023 to presentfactForm ADV
→ M••••••• W••••• M••••••••• L••Registered adviserregistration: previous registration
Dec 24, 2009 to Jan 3, 2023factForm ADV
→ A••••••••• F•••••••• S•••••••• L••Registered adviserregistration: previous registration
Oct 11, 2001 to Dec 22, 2009factForm ADV

Dated events

Occurred
Jan 3, 2023
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:a8124b07-0634-6a39-c438-c1a9895d3334
First observed: Oct 11, 2001
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.