DFX Intelligence

L••••••• J••••• G••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisor11 years in industry

L••••••• J••••• G••••••

Advisor at M••• W•••••

DENVER, CO

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Search this name across graphsid dfx:ria:124e4bcc-b589-1a96-a463-a0fe1c0b8201

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 3:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 1
On other graphs: 0
Observed: Apr 7, 2026 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•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Mar 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• W•••••	Independent wealth	Jun 8, 2026	n/a	yes	DENVER, CO\|DENVER, CO	Current employment
L•• F•••••••• L••	Bd affiliated wealth	Apr 7, 2026	May 13, 2026	no	GREENWOOD VILLAGE, CO\|GREENWOOD VILLAGE, CO

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
L•• F•••••••• L••	M••• W•••••	May 13, 2026	Jun 8, 2026	26	Firm change	Ibd to RIA

Relationships

Registered with (2)

→ M••• W•••••Registered adviserregistration: current employment
Jun 8, 2026 to presentfactForm ADV
→ L•• F•••••••• L••Registered adviserregistration: previous registration
Apr 7, 2026 to May 13, 2026factForm ADV

Dated events

Occurred
May 13, 2026
Advisor changed firm
L••••••• J••••• G•••••• left L•• F•••••••• L•• for M••• W••••• (registered 2026-06-08)
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:124e4bcc-b589-1a96-a463-a0fe1c0b8201
First observed: Apr 7, 2026
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.