DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

R••• E••• B•••••

Advisor at M••••• G••••• A••••••• I•••

DENVER, CO | Atlanta, GA

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Search this name across graphsid dfx:ria:0a206228-505e-0f21-9705-999e9414bc22

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

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 12, 2018 to Sep 15, 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••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jun 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: 3

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Sep 25, 2025	n/a	yes	Atlanta, GA\|DENVER, CO	Current employment
W•••• F•••• A•••••••	Wirehouse	Sep 30, 2022	Sep 5, 2025	no	PEACHTREE CITY, GA\|ATLANTA, GA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••• F•••• A•••••••	M••••• G••••• A••••••• I•••	Sep 5, 2025	Sep 25, 2025	20	Firm change	Wirehouse to RIA
W•••• F•••• A•••••••	W•••• F•••• A•••••••	Sep 30, 2022	Sep 30, 2022

Team moves

••• Locked

Team	Left	Joined	From	Kind
19616:11025:GA:2022-09-30	Sep 30, 2022	Sep 30, 2022	ATLANTA, GA	Firm change

Relationships

Registered with (4)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Sep 25, 2025 to presentfactForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Sep 30, 2022 to Sep 5, 2025factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
Apr 15, 2019 to Sep 30, 2022factForm ADV
→ I•• A•••••••• L••

Dated events

Occurred
Sep 5, 2025
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:0a206228-505e-0f21-9705-999e9414bc22
First observed: Jan 12, 2018
Last observed: Sep 15, 2026 7 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.