DFX Intelligence

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

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RIA / WealthAdvisor12 years in industry

C••••••••• M••••• V••••••

Advisor at M•••••••• W••••• M•••••••••

MINNEAPOLIS, MN

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Search this name across graphsid dfx:ria:d7b8dc9e-e08d-1cb6-b0d4-c6bae235c801

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:52 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jan 29, 2014 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•••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jan 29, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom 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•••••••• W••••• M•••••••••	Independent wealth	Jan 1, 2026	n/a	yes	MINNEAPOLIS, MN	Current employment
M•••••••• A•••• M•••••••••	Former SEC adviser	Jan 29, 2014	Feb 5, 2016	no	MINNEAPOLIS, MN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••••• A•••• M•••••••••	M•••••••• W••••• M•••••••••	Feb 5, 2016	Jan 1, 2026	3,618	Firm change after gap	Other

Team moves

••• Locked

Team	Left	Joined	From	Kind
104833:282482:MN:2016-02-05	Feb 5, 2016	Jan 1, 2026	MINNEAPOLIS, MN	Firm change after gap

Relationships

Registered with (2)

→ M•••••••• W••••• M•••••••••Registered adviserregistration: current employment
Jan 1, 2026 to presentfactForm ADV
→ M•••••••• A•••• M•••••••••Registered adviserregistration: previous registration
Jan 29, 2014 to Feb 5, 2016factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d7b8dc9e-e08d-1cb6-b0d4-c6bae235c801
First observed: Jan 29, 2014
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.