DFX Intelligence

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

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RIA / WealthAdvisor16 years in industry

M•••••• T• D•••••

Advisor at D•••• L••• F•••••••• L••

SAUKVILLE, WI

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Search this name across graphsid dfx:ria:c0554ad5-39b1-9a74-9aa6-26d1840fd13d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:30 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Dec 13, 2021 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: D•••• L••• F•••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 1, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
D•••• L••• F•••••••• L••	State registered	Feb 12, 2024	n/a	yes	SAUKVILLE, WI	Current employment
A••••••••• F•••••••• A••••••• I••	Independent wealth	Dec 13, 2021	Dec 11, 2023	no	MILWAUKEE, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
A••••••••• F•••••••• A••••••• I••	D•••• L••• F•••••••• L••	Dec 11, 2023	Feb 12, 2024	63	Firm change	RIA to state RIA

Relationships

Registered with (2)

→ D•••• L••• F•••••••• L••Registered adviserregistration: current employment
Feb 12, 2024 to presentfactForm ADV
→ A••••••••• F•••••••• A••••••• I••Registered adviserregistration: previous registration
Dec 13, 2021 to Dec 11, 2023factForm ADV

Dated events

Occurred
Dec 11, 2023
Advisor changed firm
M•••••• T• D••••• left A••••••••• F•••••••• A••••••• I•• for D•••• L••• F•••••••• L•• (registered 2024-02-12)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c0554ad5-39b1-9a74-9aa6-26d1840fd13d
First observed: Dec 13, 2021
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.