DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner13 years in industry

M•••••• T••••• G•••

Advisor at C••••••••• W••••• M•••••••••

BELLEVUE, WA

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Search this name across graphsid dfx:ria:02ba7deb-2fe4-1525-abc4-92fa832d0878

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 7:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 8
Dated events: 4
On other graphs: 0
Observed: Jul 23, 2013 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: C••••••••• W••••• M•••••••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 20, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 7

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
C••••••••• W••••• M•••••••••	Independent wealth	Jun 1, 2026	n/a	yes	BELLEVUE, WA	Current employment
N••••••••	No RAUM reported	Jan 30, 2026	May 12, 2026	no	SAN DIEGO, CA\|Mercer Island, WA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
N••••••••	C••••••••• W••••• M•••••••••	May 12, 2026	Jun 1, 2026	20	Firm change	Other
P••• F•••••••• A•••••••• L••	N••••••••	Oct 8, 2025	Jan 30, 2026

Relationships

Registered with (8)

→ C••••••••• W••••• M•••••••••Registered adviserregistration: current employment
Jun 1, 2026 to presentfactForm ADV
→ N••••••••Registered adviserregistration: previous registration
Jan 30, 2026 to May 12, 2026factForm ADV
→ P••• F•••••••• A•••••••• L••Registered adviserregistration: previous registration
Mar 6, 2023 to Oct 8, 2025factForm ADV
→ A••••••• W••••• G••••Registered adviser

Dated events

Occurred
May 12, 2026
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 8, 2025
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Dec 31, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago
Occurred
Oct 5, 2022
Advisor changed firm

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:02ba7deb-2fe4-1525-abc4-92fa832d0878
First observed: Jul 23, 2013
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.