D•••• P• M•••••

Advisor at M••••• F••••••••• L••

HOLLAND, OH

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:d871cfc6-f26f-918e-9981-7abc9fc02818

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:21 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 0
Observed: Aug 23, 2011 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••••• F••••••••• L••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: Jul 31, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• F••••••••• L••	State registered	Nov 2, 2018	n/a	yes	HOLLAND, OH	Current employment
V••••• C•••••• M••••••••• L••	Independent wealth	Aug 27, 2015	Nov 30, 2018	no	HOLLAND, OH\|BRENTWOOD, TN	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
V••••• C•••••• M••••••••• L••	M••••• F••••••••• L••	Nov 30, 2018	Nov 2, 2018	-28	Firm change	RIA to state RIA
N••• F•••••••• G••••• I•••	V••••• C•••••• M••••••••• L••	Sep 3, 2015	Aug 27, 2015

Relationships

Registered with (3)

→ M••••• F••••••••• L••Registered adviserregistration: current employment
Nov 2, 2018 to presentfactForm ADV
→ V••••• C•••••• M••••••••• L••Registered adviserregistration: previous registration
Aug 27, 2015 to Nov 30, 2018factForm ADV
→ N••• F•••••••• G••••• I•••Registered adviserregistration: previous registration
Aug 23, 2011 to Sep 3, 2015factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:d871cfc6-f26f-918e-9981-7abc9fc02818
First observed: Aug 23, 2011
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.