DFX Intelligence

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

The names on this page are hidden. Create a free account to reveal 5 records a month, or get RIA and Wealth Intelligence at $249 a month for every name. Every figure, date and source on this page is public either way.

RIA / WealthAdvisorCertified Financial Planner17 years in industry

M•••••• C••••• H•••••

Advisor at J•••••• W••••• I•••

Milwaukee, WI

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c7f77a0b-867b-c46a-c486-218a81968053

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 1:45 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Jan 6, 2009 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: J•••••• W••••• I•••
Current firm class: mixed wealth managerderived
Book size: not public••• Locked
Industry start: Oct 28, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
J•••••• W••••• I•••	Mixed wealth	May 12, 2026	n/a	yes	Milwaukee, WI	Current employment
N••••••••• M••••• I••••••••• S•••••••••	No RAUM reported	Aug 3, 2022	Mar 25, 2026	no	Milwaukee, WI\|MILWAUKEE, WI	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••• M••••• I••••••••• S•••••••••	J•••••• W••••• I•••	Mar 25, 2026	May 12, 2026	48	Firm change	Other
A•••••• A••••••• S•••••••	N••••••••• M••••• I••••••••• S•••••••••	May 18, 2022	Aug 3, 2022

Relationships

Registered with (7)

→ J•••••• W••••• I•••Registered adviserregistration: current employment
May 12, 2026 to presentfactForm ADV
→ N••••••••• M••••• I••••••••• S•••••••••Registered adviserregistration: previous registration
Aug 3, 2022 to Mar 25, 2026factForm ADV
→ A•••••• A••••••• S•••••••Registered adviserregistration: previous registration
Nov 10, 2021 to May 18, 2022factForm ADV
→ E••••••••• I••••••••• G••••

Dated events

Occurred
Mar 25, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
May 18, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c7f77a0b-867b-c46a-c486-218a81968053
First observed: Jan 6, 2009
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.