DFX Intelligence

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

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RIA / WealthAdvisordual registered (broker-dealer)27 years in industry

M•••••• K•••• G••••

Advisor at B•• M••••• S••••••••• C•••••••••

••• Locked

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Search this name across graphsid dfx:ria:38a252b1-ef41-a9d9-cd5c-f6c04a54c7bd

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 23, 2026, 2:04 PM UTC and rebuilt at most every 15 minutes.

Relationships: 2
Dated events: 0
On other graphs: 0
Observed: Apr 27, 2004 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: B•• M••••• S••••••••• C•••••••••
Current firm class: other adviserderived
Book size: not public••• Locked
Industry start: Apr 28, 1999earliest registration or exam on IAPD
Years in industry: 27derivedfrom the industry start date
Years at current firm: 11derivedfrom the current registration's begin date
Prior firms: 1

Registration history

••• Locked

Firm	Class	Began	Ended	Current	Branch	Basis
B•• M••••• S••••••••• C•••••••••	Other adviser	Sep 25, 2014	n/a	yes	New York, NY\|Westlake, OH\|NEW YORK, NY	Current employment
F••••••••• A•••••••• I•••	n/a	Apr 27, 2004	Jul 19, 2005	no	AKRON, OH

Moves

••• Locked

From	To	Left	Joined	Gap, days	Kind	Move type
F••••••••• A•••••••• I•••	B•• M••••• S••••••••• C•••••••••	Jul 19, 2005	Sep 25, 2014	3,355	Firm change after gap	Other

Relationships

Registered with (2)

→ B•• M••••• S••••••••• C•••••••••Registered adviserregistration: current employment
Sep 25, 2014 to presentfactForm ADV
→ F••••••••• A•••••••• I•••Registered adviserregistration: previous registration
Apr 27, 2004 to Jul 19, 2005factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:38a252b1-ef41-a9d9-cd5c-f6c04a54c7bd
First observed: Apr 27, 2004
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.