DFX Intelligence

RIA Intelligence

Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.

The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.

Registered advisor

N•••••••• M•••• G•••••

2•• W••••• M••••••••• G••••• L••state registeredLoveland, Oh IA-onlyIAPD 6793928

Feed of 09/15/2026

Also filed as Nicolette Goedde

At current firm

0 y

since Feb 19, 2026

In the industry

12 y

since Mar 1, 2014 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

2•• W••••• M••••••••• G••••• L•• state registered current
since Feb 19, 2026 · Loveland, Oh
V•••••• C•••••• P•••••••• L•• state registered
Jul 25, 2023 to Mar 6, 2026 · Cincinnati, Oh
C••••• C••••• C•••••• M••••••••• unclassified
Feb 7, 2022 to Dec 12, 2023 · Cincinnati, Oh
U•• F•••••••• S••••••• I••• wirehouse
Aug 13, 2021 to Oct 14, 2021 · Cincinnati, Oh
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse
Jul 1, 2019 to Aug 25, 2021 · Cincinnati, Oh

Moves

a registration end followed by a registration begin elsewhere

V•••••• C•••••• P•••••••• L•• to 2•• W••••• M••••••••• G••••• L••
left Mar 6, 2026, registered Feb 19, 2026 (-15 days) · Other
C••••• C••••• C•••••• M••••••••• to V•••••• C•••••• P•••••••• L••
left Dec 12, 2023, registered Jul 25, 2023 (-140 days) · Other
U•• F•••••••• S••••••• I••• to C••••• C••••• C•••••• M•••••••••
left Oct 14, 2021, registered Feb 7, 2022 (116 days) · Other
M•••••• L••••• P•••••• F••••• • S•••• I••••••••• to U•• F•••••••• S••••••• I•••
left Aug 25, 2021, registered Aug 13, 2021 (-12 days) · Wirehouse to wirehouse

Signals

N•••••••• M•••• G••••• left V•••••• C•••••• P•••••••• L•• for 2•• W••••• M••••••••• G••••• L•• (registered 2026-02-19)
Mar 6, 2026 · Advisor changed firm · fact
N•••••••• M•••• G••••• left C••••• C••••• C•••••• M••••••••• for V•••••• C•••••• P•••••••• L•• (registered 2023-07-25)
Dec 12, 2023 · Advisor changed firm · fact

Transition signals

Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.

Provenance

Source: IAPD individual compilation feedreportedadviserinfo.sec.gov
Firm class: STATE REGISTEREDderived
Years in industry: 12derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address