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T••••••• S•••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor10 years in industry

T••••••• S•••••••

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

WESTWOOD, NJ

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Search this name across graphsid dfx:ria:de94442a-7980-b22d-f9b9-83e4bfca5149

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 10:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Oct 13, 2021 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••••••••• L••
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• W••••• M••••••••• L••	Independent wealth	Jul 14, 2026	n/a	yes	WESTWOOD, NJ	Current employment
S•••••••• A•••••••• L••	Bd affiliated wealth	Oct 28, 2022	Apr 29, 2026	no

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
S•••••••• A•••••••• L••	M••••• W••••• M••••••••• L••	Apr 29, 2026	Jul 14, 2026	76	Firm change	Ibd to RIA
P••• A••••• S••••••••• L••	S•••••••• A•••••••• L••	Dec 15, 2021

Relationships

Registered with (3)

→ M••••• W••••• M••••••••• L••Registered adviserregistration: current employment
Jul 14, 2026 to presentfactForm ADV
→ S•••••••• A•••••••• L••Registered adviserregistration: previous registration
Oct 28, 2022 to Apr 29, 2026factForm ADV
→ P••• A••••• S••••••••• L••Registered adviserregistration: previous registration
Oct 13, 2021 to Dec 15, 2021factForm ADV

Dated events

Occurred
Apr 29, 2026
Advisor changed firm
T••••••• S••••••• left S•••••••• A•••••••• L•• for M••••• W••••• M••••••••• L•• (registered 2026-07-14)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:de94442a-7980-b22d-f9b9-83e4bfca5149
First observed: Oct 13, 2021
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.