DFX Intelligence

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

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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant11 years in industry

D••••• M•••••••• Y•••••

Advisor at M• W••••• P•••••••

LONGMONT, CO

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Search this name across graphsid dfx:ria:2ea1573f-5ab0-31fb-ccff-b8523a0e1a91

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 8:09 AM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: May 30, 2015 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••••• P•••••••
Current firm class: state registeredderived
Book size: not public••• Locked
Industry start: May 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom 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••••• P•••••••	State registered	Dec 6, 2019	n/a	yes	LONGMONT, CO	Current employment
W•••••• • R•••	Former SEC adviser	May 30, 2015	Oct 29, 2019	no	FT. COLLINS, CO\|Longmont, CO\|LAS VEGAS, NV	Previous registration

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
W•••••• • R•••	M• W••••• P•••••••	Oct 29, 2019	Dec 6, 2019	38	Firm change	Ibd to state RIA

Relationships

Registered with (2)

→ M• W••••• P•••••••Registered adviserregistration: current employment
Dec 6, 2019 to presentfactForm ADV
→ W•••••• • R•••Registered adviserregistration: previous registration
May 30, 2015 to Oct 29, 2019factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:2ea1573f-5ab0-31fb-ccff-b8523a0e1a91
First observed: May 30, 2015
Last observed: Sep 14, 2026 9 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.