DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner27 years in industry

M•••••• B•••• M••••••

Advisor at G•••••• F•••••••• M••••••••• I••

FORT WAYNE, IN

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Search this name across graphsid dfx:ria:e3ae9bd7-52f3-5861-8c96-20a8b608337e

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 9:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Oct 5, 2001 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: G•••••• F•••••••• M••••••••• I••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Oct 26, 1998earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 19derivedfrom the current registration's begin date
Prior firms: 4

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
G•••••• F•••••••• M••••••••• I••	Independent wealth	Jan 24, 2007	n/a	yes	FORT WAYNE, IN	Current employment
M•••••• F••••••••• L••	n/a	May 9, 2006	Apr 10, 2007	no	FORT WAYNE, IN

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
M•••••• F••••••••• L••	G•••••• F•••••••• M••••••••• I••	Apr 10, 2007	Jan 24, 2007	-76	Firm change after gap	Other
P•••• R••••••••• S•••••••	M•••••• F••••••••• L••	Feb 28, 2006	May 9, 2006

Relationships

Registered with (5)

→ G•••••• F•••••••• M••••••••• I••Registered adviserregistration: current employment
Jan 24, 2007 to presentfactForm ADV
→ M•••••• F••••••••• L••Registered adviserregistration: previous registration
May 9, 2006 to Apr 10, 2007factForm ADV
→ P•••• R••••••••• S•••••••Registered adviserregistration: previous registration
Jun 15, 2005 to Feb 28, 2006factForm ADV
→ D•••••••• B•••• F•••••••• M••••••••• I••Registered adviserregistration: previous registration

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:e3ae9bd7-52f3-5861-8c96-20a8b608337e
First observed: Oct 5, 2001
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.