L••• E• H••••••

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

LEOLA, PA

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:dae9495a-f31e-2ad5-b7cd-15658768d445

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

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jan 18, 2002 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••••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 15, 1991earliest registration or exam on IAPD
Years in industry: 34derivedfrom the industry start date
Years at current firm: 2derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••••• W••••• M••••••••• I•••	Independent wealth	Mar 27, 2024	n/a	yes	LEOLA, PA	Current employment
S••••••••• A•••••• A•••••••• I•••	Former SEC adviser	Oct 5, 2012	Apr 1, 2024	no	LANCASTER, PA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
S••••••••• A•••••• A•••••••• I•••	M••••••• W••••• M••••••••• I•••	Apr 1, 2024	Mar 27, 2024	-5	Firm change	Ibd to new firm
M••••••• A•••••••• I•••	S••••••••• A•••••• A•••••••• I•••	Dec 31, 2012	Oct 5, 2012

Team moves

••• Locked

Team	Left	Joined	From	Kind
110518:328693:PA:2024-04-01	Apr 1, 2024	Mar 27, 2024	LANCASTER, PA	Firm change

Relationships

Registered with (3)

→ M••••••• W••••• M••••••••• I•••Registered adviserregistration: current employment
Mar 27, 2024 to presentfactForm ADV
→ S••••••••• A•••••• A•••••••• I•••Registered adviserregistration: previous registration
Oct 5, 2012 to Apr 1, 2024factForm ADV
→ M••••••• A•••••••• I•••Registered adviserregistration: previous registration
Jan 18, 2002 to Dec 31, 2012factForm ADV

Dated events

Occurred
Apr 1, 2024
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:dae9495a-f31e-2ad5-b7cd-15658768d445
First observed: Jan 18, 2002
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.