DFX Intelligence

N••••• A•••• P•••• J•: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor16 years in industry

N••••• A•••• P•••• J•

Advisor at M•••• P••••••••• F•• L•••• L••

GREENVILLE, SC

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Search this name across graphsid dfx:ria:cb71bc0f-9076-48f4-96f8-717811ac793a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 4:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Nov 30, 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: M•••• P••••••••• F•• L•••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Nov 19, 2009earliest registration or exam on IAPD
Years in industry: 16derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M•••• P••••••••• F•• L•••• L••	State registered	Mar 31, 2025	n/a	yes	GREENVILLE, SC	Current employment
M••••• S••••••	Wirehouse	Nov 30, 2009	Sep 28, 2010	no	Greenville, SC\|GREENVILLE, SC	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M••••• S••••••	M•••• P••••••••• F•• L•••• L••	Sep 28, 2010	Mar 31, 2025	5,298	Firm change after gap	Wirehouse to state RIA

Relationships

Registered with (2)

→ M•••• P••••••••• F•• L•••• L••Registered adviserregistration: current employment
Mar 31, 2025 to presentfactForm ADV
→ M••••• S••••••Registered adviserregistration: previous registration
Nov 30, 2009 to Sep 28, 2010factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:cb71bc0f-9076-48f4-96f8-717811ac793a
First observed: Nov 30, 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.