DFX Intelligence

R••••• P••••• H••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

R••••• P••••• H••••••

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

DENVER, CO | Portland, OR

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Search this name across graphsid dfx:ria:277f28c1-a7a7-6fc3-98c4-96a5d92618f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 2
On other graphs: 0
Observed: Jan 12, 2024 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••••• G••••• A••••••• I•••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Apr 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: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
M••••• G••••• A••••••• I•••	Independent wealth	Dec 18, 2025	n/a	yes	DENVER, CO\|Portland, OR	Current employment
T••••••• A••••••• S•••••••• L••	n/a	Jan 6, 2025	Mar 31, 2026	no	PORTLAND, OR

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
T••••••• A••••••• S•••••••• L••	M••••• G••••• A••••••• I•••	Mar 31, 2026	Dec 18, 2025	-103	Firm change after gap	Other
C•••••••• W•••••	T••••••• A••••••• S•••••••• L••	Dec 20, 2024	Jan 6, 2025

Team moves

••• Locked

Team	Left	Joined	From	Kind
149344:147363:OR:2026-03-31	Mar 31, 2026	Dec 18, 2025	PORTLAND, OR	Firm change after gap

Relationships

Registered with (3)

→ M••••• G••••• A••••••• I•••Registered adviserregistration: current employment
Dec 18, 2025 to presentfactForm ADV
→ T••••••• A••••••• S•••••••• L••Registered adviserregistration: previous registration
Jan 6, 2025 to Mar 31, 2026factForm ADV
→ C•••••••• W•••••Registered adviserregistration: previous registration
Jan 12, 2024 to Dec 20, 2024factForm ADV

Dated events

Occurred
Mar 31, 2026
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago
Occurred
Dec 20, 2024
Advisor changed firm
••• Locked
Form ADVobserved 7 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:277f28c1-a7a7-6fc3-98c4-96a5d92618f0
First observed: Jan 12, 2024
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.