DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

M••• A•••••• M••••• D• O••

Advisor at M••••••••• S••••••••• T•••••• C••••••

••• Locked

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Search this name across graphsid dfx:ria:b046f0cb-5215-c346-f62c-bd21843dcee3

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Aug 15, 2017 to Sep 15, 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••••••••• S••••••••• T•••••• C••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••••• S••••••••• T•••••• C••••••	Independent wealth	Jun 28, 2023	n/a	yes	Champaign, IL\|Catlin, IL\|Mahomet, IL\|Fisher, IL\|Catlin, IL\|Danville, IL	Current employment
J••• M••••• S••••••••• L••	Wirehouse	Jul 15, 2020	Jun 10, 2023	no	BLOOMINGTON, IL\|BLOOMINGTON, IL\|BLOOMINGTON, IL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
J••• M••••• S••••••••• L••	M••••••••• S••••••••• T•••••• C••••••	Jun 10, 2023	Jun 28, 2023	18	Firm change	Wirehouse to RIA
T• A••••••••• I••••••••• M••••••••• L••	T• A••••••••• I•••	Sep 11, 2019	Feb 27, 2018

Relationships

Registered with (5)

→ M••••••••• S••••••••• T•••••• C••••••Registered adviserregistration: current employment
Jun 28, 2023 to presentfactForm ADV
→ J••• M••••• S••••••••• L••Registered adviserregistration: previous registration
Jul 15, 2020 to Jun 10, 2023factForm ADV
→ T• A••••••••• I••••••••• M••••••••• L••Registered adviserregistration: previous registration
Feb 26, 2018 to Sep 11, 2019factForm ADV
→ T• A••••••••• I•••

Dated events

Occurred
Jun 10, 2023
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:b046f0cb-5215-c346-f62c-bd21843dcee3
First observed: Aug 15, 2017
Last observed: Sep 15, 2026 7 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.