J••• G••••••

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

Walnut Creek, CA | DENVER, CO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:1b6e210d-f40f-f37d-72fb-efdddefc0631

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 3:33 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: May 19, 2016 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: Dec 1, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Feb 28, 2022	n/a	yes	DENVER, CO\|Walnut Creek, CA	Current employment
C•••••• A••••••••• I•••	Independent wealth	Feb 6, 2018	Feb 4, 2022	no	WALNUT CREEK, CA

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
C•••••• A••••••••• I•••	M••••• G••••• A••••••• I•••	Feb 4, 2022	Feb 28, 2022	24	Firm change	RIA to RIA
W•••• F•••• A•••••••	C•••••• A••••••••• I•••	Jan 31, 2018	Feb 6, 2018

Relationships

Registered with (3)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Feb 28, 2022 to presentfactForm ADV
→ C•••••• A••••••••• I•••Registered adviserregistration: previous registration
Feb 6, 2018 to Feb 4, 2022factForm ADV
→ W•••• F•••• A•••••••Registered adviserregistration: previous registration
May 19, 2016 to Jan 31, 2018factForm ADV

Dated events

Occurred
Feb 4, 2022
Advisor changed firm
••• Locked
Form ADVobserved 8 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:1b6e210d-f40f-f37d-72fb-efdddefc0631
First observed: May 19, 2016
Last observed: Sep 15, 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.