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D•••• B•••••• G••••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

D•••• B•••••• G••••••••

Advisor at M••• W•••••

Austin, TX | DENVER, CO

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Search this name across graphsid dfx:ria:21f4655b-925b-8ef1-31ec-09d9f73c1901

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 11:23 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Aug 21, 2017 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••• W•••••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Sep 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••• W•••••	Independent wealth	Jan 23, 2020	n/a	yes	Austin, TX\|DENVER, CO	Current employment
T•••••• C••••••• I•••	Independent wealth	Aug 21, 2017	Jan 24, 2020	no	DENVER, CO\|IRVINE, CA	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T•••••• C••••••• I•••	M••• W•••••	Jan 24, 2020	Jan 23, 2020	-1	Firm change	RIA to RIA

Relationships

Registered with (2)

→ M••• W•••••Registered adviserregistration: current employment
Jan 23, 2020 to presentfactForm ADV
→ T•••••• C••••••• I•••Registered adviserregistration: previous registration
Aug 21, 2017 to Jan 24, 2020factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:21f4655b-925b-8ef1-31ec-09d9f73c1901
First observed: Aug 21, 2017
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.