DFX Intelligence

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

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RIA / WealthAdvisor27 years in industry

M••• T••••• M••••••

Advisor at M•••••• T•• A•• F•••••••• P••••••• L••

STATESVILLE, NC

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Search this name across graphsid dfx:ria:bc8116b6-d667-36be-a8bc-ffef273d56ed

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 5:30 AM UTC and rebuilt at most every 15 minutes.

Relationships: 9
Dated events: 1
On other graphs: 0
Observed: Apr 15, 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•••••• T•• A•• F•••••••• P••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Oct 21, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 8

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••••• T•• A•• F•••••••• P••••••• L••	State registered	Oct 9, 2020	n/a	yes	STATESVILLE, NC	Current employment
L•••••••• W••••• L••	State registered	Oct 6, 2022	Apr 24, 2023	no	WEST LINN, OR\|Ocean Park, WA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•••••••• W••••• L••	n/a	Apr 24, 2023	n/a	n/a	Departure no registered destination	Departure
C••••• A••••••• L••	M•••••• T•• A•• F•••••••• P••••••• L••	Oct 1, 2020	Oct 9, 2020	8

Relationships

Registered with (8)

→ M•••••• T•• A•• F•••••••• P••••••• L••Registered adviserregistration: current employment
Oct 9, 2020 to presentfactForm ADV
→ L•••••••• W••••• L••Registered adviserregistration: previous registration
Oct 6, 2022 to Apr 24, 2023factForm ADV
→ C••••• A••••••• L••Registered adviserregistration: previous registration
Sep 25, 2017 to Oct 1, 2020factForm ADV
→ I••••• F•••••••• C•••••••••

Dated events

Occurred
Apr 24, 2023
Advisor departed, no destination yet
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:bc8116b6-d667-36be-a8bc-ffef273d56ed
First observed: Apr 15, 2002
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.