DFX Intelligence

M••••••• N••••••: advisor on the ria / wealth management graph | DFX Data Factory

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RIA / WealthAdvisorCertified Financial Planner10 years in industry

M••••••• N••••••

Advisor at E••• F•••••••• G••••• L••

Commerce City, CO | ALPHARETTA, GA

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Search this name across graphsid dfx:ria:281f0e5d-7841-fcd7-221d-d5891ab7573d

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 1:13 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Jul 1, 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: E••• F•••••••• G••••• L••
Current firm class: independent wealth managerderived
Book size: not public••• Locked
Industry start: Jul 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Current registrations: 2

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
R••• • W•• C•••••••• F•••••••• L••	State registered	Jun 18, 2026	n/a	yes	Commerce City, CO	Current employment
E••• F•••••••• G••••• L••	Independent wealth	Mar 2, 2022	n/a	yes	ALPHARETTA, GA\|Commerce City, CO	Current employment

Relationships

Registered with (2)

→ R••• • W•• C•••••••• F•••••••• L••Registered adviserregistration: current employment
Jun 18, 2026 to presentfactForm ADV
→ E••• F•••••••• G••••• L••Registered adviserregistration: current employment
Mar 2, 2022 to presentfactForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:281f0e5d-7841-fcd7-221d-d5891ab7573d
First observed: Jul 1, 2016
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.