DFX Intelligence

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

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RIA / WealthAdvisor13 years in industry

E••• T••••• N••••

Advisor at M••••••• T••••• C••••••

••• Locked

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Search this name across graphsid dfx:ria:c3b86895-1fcc-d0ef-29d1-f3445aec2954

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 5:46 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 5
On other graphs: 0
Observed: Mar 22, 2021 to Sep 19, 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••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jun 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• T••••• C••••••	State registered	Jul 27, 2026	n/a	yes	BOCA RATON, FL\|Chicago, IL\|Oak Brook, IL	Current employment
O••••••••• S••••••••• I•••	Bd affiliated wealth	Mar 22, 2021	Aug 21, 2026	no	Parkland, FL\|Lisle, IL\|INDIANAPOLIS, IN\|Fort Lauderdale, FL\|Fort Lauderdale, FL

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
O••••••••• S••••••••• I•••	M••••••• T••••• C••••••	Aug 21, 2026	Jul 27, 2026	-25	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ M••••••• T••••• C••••••Registered adviserregistration: current employment
Jul 27, 2026 to presentfactForm ADV
→ O••••••••• S••••••••• I•••Registered adviserregistration: previous registration
Mar 22, 2021 to Aug 21, 2026factForm ADV

Dated events

4 bookkeeping events (roster, classification and holdings changes) folded below

Occurred
Aug 21, 2026
Advisor changed firm
E••• T••••• N•••• left O••••••••• S••••••••• I••• for M••••••• T••••• C•••••• (registered 2026-07-27)
Form ADVobserved 7 days ago

Show 4 bookkeeping events

Occurred
Sep 18, 2026
E••• T••••• N•••• added a IA registration at M••••••• T••••• C••••••
Occurred
Sep 17, 2026
E••• T••••• N•••• added a AZ registration at M••••••• T••••• C••••••
Occurred
Sep 16, 2026
E••• T••••• N•••• added a CO registration at M••••••• T••••• C••••••
Occurred
Aug 31, 2026
E••• T••••• N•••• added a NC registration at M••••••• T••••• C••••••

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c3b86895-1fcc-d0ef-29d1-f3445aec2954
First observed: Mar 22, 2021
Last observed: Sep 19, 2026 3 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.